Trevor Lowman, CAIA, serves as a Portfolio Analyst at Albourne since October 2024, with prior experience as an Investment Consulting Analyst at AssetMark from September 2021 to September 2024. At AssetMark, Trevor constructed custom multi-strategy portfolios for independent financial advisors and led due diligence meetings covering various investment strategies. Previous roles include Investment Analyst positions at Volcano Capital Management, where Trevor provided due diligence on diverse investment opportunities, and Callan, where Trevor offered investment services for institutional clients managing $2 trillion in assets. Additionally, Trevor has experience as a Research Analyst Intern at Equilar, an Associate at The Tucker Group, and an Intern at the U.S. House of Representatives, along with research work at UC Davis supported by a National Science Foundation grant. Trevor holds a B.A. in Political Science and Communication from the University of California, Davis.
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