Travis joined the firm in 2011 and serves as an Assistant Vice President of the Client Operations team. He is responsible for the day-to-day servicing and maintenance of client accounts including the preparation and processing of new account and account maintenance documents.
Previous Experience
- Claims Auditor at New York State Workers Compensation Board – Special Funds Conservation Committee
Education & Credentials
- BA, SUNY Buffalo, Political Science
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
