Jeremy Shevlin

Boulder Valley 40 Under Forty

You might find Jeremy Shevlin riding his Enduro-style dirt bike. More likely, though, you’ll find him advising prominent local business leaders and entrepreneurs about their investments.

As director of client advisory services at Crestone Capital Advisors in Boulder, where he has worked since 2004, Shevlin serves 59 client families representing businesses including health care, technology, real estate, consumer goods, and food- and energy-related sectors. He became a partner and shareholder in the firm in 2008 and serves on its investment committee. He manages and oversees the firm’s advisory team.

Shevlin designs and manages global multi-asset portfolios, connects client families with venture capital and private equity sources and local service providers, and guides clients on strategies for philanthropic giving.

His own philanthropy includes serving as an associate board member of the nonprofit ACE Scholarships, which provides scholarships to children of low-income families so they can attend high-performing schools of their choice. He works with First Descents, which provides experiences for young adults affected by cancer, and the University of Colorado, where he is a guest lecturer on the practical uses of derivatives.

A Chartered Financial Analyst and Certified Financial Planner, Shevlin is a former member of the nominating committee for the Esprit entrepreneurial awards, which showcase the diversity of innovation in the Boulder economy.

Before coming to Crestone, Shevlin advised clients and managed information technology at Whittle and Skok Financial Services in Melbourne, Australia. 

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