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Chris R

Series 63, Series 66, Series 65

Louisville, CO

Toro West Capital Advisors

Chris Rebich is a financial advisor at Toro West Capital Advisors with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Aveo Capital Partners, LLC for nine years. Outside of his advisory role, he is involved operationally with O'Connor Development, overseeing tenant relations and property management. Toro West Capital Advisors provides investment advisory and family-office wealth planning services to ultra-high net worth individuals, families, trusts, estates, family offices, non-profit entities, and other business entities. The firm employs a combination of passive and active strategies across public and private investments, tailoring portfolios to client objectives and ESG preferences while offering a family-office style range of services.

Concentrated stock management Wealth management ESG / Sustainable investing Private / alternative investments Founder/Business Owner
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Jeremy S

CFP®, Series 63

Louisville, CO

Toro West Capital Advisors

Jeremy Shevlin is a CFP® with 21 years of industry experience, currently serving as an advisor at Toro West Capital Advisors. His prior roles include positions at Aveo Capital Partners, Cresset Asset Management, Crestone Asset Management LLC, and Crestone Securities LLC. He is a general partner of Chaingate Capital LLC, a private fund advisor. Toro West Capital Advisors is an SEC-registered wealth management and family office adviser serving ultra-high net worth individuals, family offices, trusts, estates, and other entities. The firm provides tailored investment and wealth-planning services, combining passive and active strategies with an emphasis on fundamental analysis, external manager selection, ESG customization, and access to private partnerships and illiquid investments.

Concentrated stock management Wealth management ESG / Sustainable investing Private / alternative investments Founder/Business Owner
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