Trevor Emery
Senior Director, Wealth Management
As a Senior Director at Choreo, Trevor provides comprehensive and personalized financial solutions to high-net-worth individuals and families across the Rocky Mountains region.
Trevor is a Senior Director of Wealth Management at Choreo, based in the Denver, Colorado office. With over 30 years of experience in the finance and investment industry, Trevor is passionate about providing comprehensive and personalized financial solutions that help clients achieve their unique goals and optimize their wealth.
A Certified Investment Management Analyst®, Trevor aims to deliver exceptional service, strategic innovation, and tailored solutions to high-net-worth individuals, families, and business owners. His experience extends to working with high-profile clientele, including professional athletes where he has helped navigate the complexities of wealth management for those in the public eye.
Before joining Choreo, Trevor co-founded and led two successful firms. He was founding partner of Cosyntris Advisory Network, a full-service RIA designed to provide cutting edge technology, flexible practice models, and a collaborative culture for its partners. His vision was to create an advisory network that empowered financial professionals with the tools and support needed to deliver exceptional client service. In addition, he co-founded ACM Wealth Solutions, a full-service wealth management and family office dedicated to providing financial support for families with assets exceeding $5 million. Through ACM, Trevor helped high-net-worth families navigate the complexities of investment management, estate planning, tax strategies and business succession planning, ensuring their financial legacies were preserved for future generations.
An avid endurance athlete, Trevor has competed in dozens of ultramarathons, including running the Boston Marathon four times and completing the Leadville 1oo-mile run in under 24 hours, earning the coveted big buckle. Trevor lives in Denver with his family and continues to channel his passion for finance, innovation, and service into helping clients achieve financial confidence and success.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- Certified Investment Management Analyst®
- Investments & Wealth Institute®
- Executive Board Member, Freedom Service Dogs of America
EDUCATION
- B.S., Business Administration, Colorado State University
