Trevor Rupe

With over a decade of asset management experience, Mr. Rupe is well educated in the investment process for insurance companies. Mr. Rupe oversees the investment team and management of all insurance company portfolios and is specifically trained in addressing the various risks that insurers face with their invested assets, including proper diversification and asset liability management, all while understanding the effects of securities transactions on statutory financials. A primary goal for every portfolio is learning about the products, policies and needs of the organization and then structuring a portfolio that provides both the necessary rate of return and cash flows to meet those needs, considering each organization’s specific risk tolerance and goals in mind. Investing for insurance companies is both an art and science, and he enjoys researching investments across the various asset classes and how they fit within each individual client’s portfolios across various interest rate environments and economic conditions. As with all of Parkway’s employees, continual education of the ever-changing regulatory environment and financial markets is a top priority for Mr. Rupe.

Mr. Rupe graduated with a Bachelor of Business Administration from Hardin Simmons University and holds the CFA (Chartered Financial Analyst) designation. Before coming to work for Parkway, he worked for a large private investment firm and brings an extensive knowledge base of the industry that further enriches the value of service Parkway brings to its clients. Mr. Rupe is also a Registered Investment Advisory Representative.

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Trevor Rupe

Trevor Rupe

CHIEF INVESTMENT OFFICER

When I am not at work and focused on investing and structuring portfolios to meet your specific needs, you will most likely find me outside. My wife and I both enjoy being active and travelling. Some of the activities I look forward to outside the office include mountain/road biking, kayaking, Crossfit and spending time with friends and family. I also enjoy being involved in the community by serving on local non-profit boards and supporting their causes. I am blessed to work at a company who truly values their employees and chooses respect, integrity, and relationships with our clients over profits.