Travis is a CERTIFIED FINANCIAL PLANNER™ professional specializing in sophisticated portfolio construction, multi-asset investment diligence, and long-term wealth stewardship for ultra-high-net-worth families and family offices. His work centers on translating complex financial structures into multigenerational strategies — balancing growth, risk, liquidity, and legacy in equal measure.
Travis began his career as an equity derivatives broker on Wall Street, specializing in index and single-stock options at one of the world’s largest inter-dealer brokerage firms. There, he partnered with banks, hedge funds, and market makers to source liquidity and navigate complex market environments — an experience that shaped his rigorous, institutional approach to capital allocation and risk management. Travis later joined UBS Private Wealth Management before moving to a multi-family office, where he advised families across the full scope of their financial lives.
That breadth of experience, from the trading desk to the family office, informs how he thinks about wealth today. Travis brings an investor’s discipline and an advisor’s perspective to families who have built something significant and want to ensure it endures.
He currently holds his Series 7, 57, 63, and 65 licenses. Travis earned his B.A. from the University of South Carolina. He splits his time between Naples, FL and New York City. Outside of work, you’ll find Travis on the golf course, the pickleball court or coaching lacrosse.