Mr. Rupe is well educated in the investment process for insurance companies. Mr. Rupe is a co-manager on all accounts and specifically trained in addressing the various risks that insurers face with their invested assets including proper diversification, asset liability management, and the effects of securities transactions on statutory financials. Trevor is proficient at assessing risk within a portfolio while focusing on book yield. He enjoys researching investments and how they fit in each individual client’s portfolios. 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.
Learn More About Trevor Rupe →
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.