Profil
Mr. Jeffrey B.
Travis, CFA MBA, is a Portfolio Manager & Senior Analyst at Oak Associates Ltd.
He re-joined the firm in 2019.
He has over 26 years of experience.
Previously, Mr. Travis was a Principal and Senior Analyst at Winslow Asset Management, Director of Research at Broadleaf Partners and was a Portfolio Manager with Oak Associates, part of which he also served as Portfolio Manager for Black Oak Emerging Technology and Red Oak Technology Select Funds.
Mr. Travis earned his MBA from Case Western Reserve University.
He also holds a BA in Economics from Denison University.
He holds the Chartered Financial Analyst designation.
He is a member of the CFA Institute and the CFA Society of Cleveland.
Postes actifs de Jeff Travis
| Sociétés | Poste | Début |
|---|---|---|
Oak Associates Ltd.
 Oak Associates Ltd. Investment ManagersFinance Oak Associates Ltd. is an independent, SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Jim Oelschlager in 1985. The firm manages portfolios for foundations, endowments, pension plans, private clients and shareholders of the Oak Associates Funds. | Analyst-Equity | 01/01/2019 |
Anciens postes connus de Jeff Travis
| Sociétés | Poste | Fin |
|---|---|---|
Oak Associates Ltd.
Oak Associates Ltd. Investment ManagersFinance Oak Associates Ltd. is an independent, SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Jim Oelschlager in 1985. The firm manages portfolios for foundations, endowments, pension plans, private clients and shareholders of the Oak Associates Funds. | Analyst-Equity | 08/09/2006 |
Broadleaf Partners LLC
 Broadleaf Partners LLC Investment ManagersFinance Founded in 2005 by Douglas S. MacKay, Broadleaf Partners LLC is a registered investment advisor located in Hudson, Ohio. The firm offers investment management services to individuals, pension and profit sharing plans, charitable organizations, small businesses and other corporations | Directeur de la Recherche - Actions | - |
Winslow Asset Management, Inc.
 Winslow Asset Management, Inc. Investment ManagersFinance Winslow Asset Management, Inc. (Winslow) is a registered independent investment advisor and wealth management firm headquartered in Beachwood, Ohio. The firm was founded by Gerald “Gerry” Goldberg in 1992. Winslow provides investment advisory services to institutional and individual clients. Their clients also include Taft-Hartley plans, public funds, corporate profit sharing plans, endowment funds and individuals (both taxable and non-taxable accounts). | Compliance Officer | - |
Formation de Jeff Travis
| Denison University | Undergraduate Degree |
| Case Western Reserve University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Oak Associates Ltd.
Oak Associates Ltd. Investment ManagersFinance Oak Associates Ltd. is an independent, SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Jim Oelschlager in 1985. The firm manages portfolios for foundations, endowments, pension plans, private clients and shareholders of the Oak Associates Funds. | Finance |
Winslow Asset Management, Inc.
Winslow Asset Management, Inc. Investment ManagersFinance Winslow Asset Management, Inc. (Winslow) is a registered independent investment advisor and wealth management firm headquartered in Beachwood, Ohio. The firm was founded by Gerald “Gerry” Goldberg in 1992. Winslow provides investment advisory services to institutional and individual clients. Their clients also include Taft-Hartley plans, public funds, corporate profit sharing plans, endowment funds and individuals (both taxable and non-taxable accounts). | Finance |
Broadleaf Partners LLC
Broadleaf Partners LLC Investment ManagersFinance Founded in 2005 by Douglas S. MacKay, Broadleaf Partners LLC is a registered investment advisor located in Hudson, Ohio. The firm offers investment management services to individuals, pension and profit sharing plans, charitable organizations, small businesses and other corporations | Finance |