Travis assists the investment team with analysis and adjustments to the investment strategy on an ongoing basis. He plays a key role in the implementation of the strategy across all asset classes.
Travis comes from working in various trading and research roles within the wealth management side of the financial industry. In these roles he managed forex and equity activity for the books and participated in the approach of the investment plans.
He has a bachelor’s degree in Business Administration with a concentration in management from Dominican University and a Master of Finance degree from Santa Clara University. In his free time, he enjoys alpine skiing, wreck diving and hiking around wine country.
There is more than
meets the eye.
- He got certified to sail under Australian maritime law while living in Sydney.
- Swam with sharks in the South Pacific.
- He is double-jointed in both thumbs.