Travis Borton Email & Phone Number
Managing Director, Portfolio Management @ CTC Consulting
5 free lookup(s).
Travis Borton Location
- Chicago, IL, US
Travis Borton Work
- 2025 -now Managing Director, Portfolio Management @
- 2023 -2025 Senior Director @
- 2011 -2023 Director, Investment Advisory Services @
- 2004 -2011 Investment Advisor @
- 2002 -2004 ResNet Consultant Supervisor @ Wheaton College - Computing Services
Travis Borton Education
- Northern Illinois University - College of Business
Masters of Science in Taxation
2007-2009 - Wheaton College
BA, Business/Economics (Business/Economics)
2000-2004 - CFA Institute 2013
Travis Borton Skills
- Strategic Financial Planning
- High Net Worth Individuals
- Estate Planning
- Financial Planners
- Wealth Management
- Investments
- Hedge Funds
- Alternative Investments
- Series 7
- Asset Managment
- Portfolio Management
- Financial Modeling
- Financial Analysis
- Financial Reporting
- Valuation
- Equities
- Accounting
- Strategic Planning
- Retirement Planning
- Tax
- Series 63
- ETFs
- Investment Advisory
- Asset Allocation
- Banking
- Securities
- Financial Markets
- Mutual Funds
- Separately Managed Accounts
- Investment Strategies
- Asset Management
- Financial Planning
- Private Equity
- Fixed Income
- Investment Management
- Bloomberg
- Series 65
- Uniform Combined State Law
Travis Borton Summary
- Travis Borton, based in Chicago, IL, US, is currently a Managing Director, Portfolio Management at BMO Family Office. Travis Borton brings experience from previous roles at BMO Family Office, Evanston Advisors, Inc. and Wheaton College - Computing Services. Travis Borton holds a 2007 - 2009 Masters of Science in Taxation @ Northern Illinois University - College of Business. With a robust skill set that includes Strategic Financial Planning, High Net Worth Individuals, Estate Planning, Financial Planners, Wealth Management and more. Travis Borton has 3 emails and 3 mobile phone numbers on RocketReach.
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Travis Borton
Managing Director, Portfolio Management
Chicago, IL, US
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