Travis designs and implements dynamic investment strategies for client portfolios with a goal of aligning asset mixes to achieve optimal risk adjusted returns. He performs daily portfolio management tasks such as liquidity management, portfolio re-balancing, trade execution, and risk and performance analysis.
Travis has over 15 years of experience with prior positions at Silicon Valley Bank, Salient Wealth Planning Group and Genesis Investment Advisors. He is a CFA® charterholder and holds a B.S. in Finance from the University of Florida. He also maintains his Series 7, 63, and 65 licenses.
Travis currently resides in Miami, FL. In his spare time, he enjoys fishing, spearfishing, surfing and tennis.