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About
Trevor Stevens is a Trading Specialist at Allen Capital Group, based in Omaha, NE, where he is responsible for supporting the trading operations, execution of client investment strategies, and assisting with daily portfolio management tasks. His current work involves direct coordination with wealth advisors and clients, primarily focused on trade implementation and investment account management for both individual and institutional portfolios.
At Allen Capital Group, Stevens covers a wide range of traded asset classes, including equities, fixed income, and ETFs, helping the firm's clients achieve diversified exposure and timely rebalancing. He works closely with the Chief Investment Officer and trading team, ensuring precise trade execution and monitoring of portfolio strategies across multiple industry sectors.
Before joining Allen Capital Group, Stevens was the General Manager and Baseball Instructor at Edmond Baseball Instruction and a Junior Varsity Baseball Coach at Skutt Catholic High School. He holds a Bachelor of Arts in Finance and Financial Planning from the University of Central Oklahoma and an Associate of Arts in Business from Cloud County Community College, providing him with a strong foundation in financial markets and investment principles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Allen Capital Group | Trading Specialist | Aug 2023 to Present | — |
| Edmond Baseball Instruction | General Manager and Baseball Instructor | Aug 2022 to Aug 2023 | — |
| Skutt Catholic High School | Legion Junior Varsity Baseball Coach | May 2022 to Aug 2023 | — |
| Skutt Catholic High School | Baseball Camp Instructor | Jun 2016 to Aug 2023 | — |
| Sorghum Mills Tree Farm | Farm Hand | Oct 2021 to Dec 2021 | — |
| Cloud County Community College | Admissions Assistant | Aug 2019 to May 2021 | — |
Education
University of Central Oklahoma
Bachelor of Arts - BA, Finance and Financial Planning
2021 — 2023
Cloud County Community College
Associate of Arts - AA, Business
2019 — 2021
Others at Allen Capital Group, LLC (3)
| Name | Role | Location |
|---|---|---|
| Principal | Grand Island, NE , United States | |
| Chief Investment Officer | Bennington, NE , United States | |
| Investment Analyst | Omaha, NE , United States |
Similar Fund Managers
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|---|---|---|---|
| Managing Partner | Wealthplan Investment Management, LLC | Sioux City, IA , United States | |
R Robert Taylor | Managing Partner | Wealthplan Investment Management, LLC | Allendale, NJ , United States |
A Audrey Mines | Investment Officer | Pittenger & Anderson Inc. | Lincoln, NE , United States |
| Investment Officer | Pittenger & Anderson Inc. | United States |