Travis Potts Email & Phone Number
Portfolio Manager @ SummitTX Capital
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Travis Potts Location
- New York, NY, US
Travis Potts Work
- Portfolio Manager @ (March 2026 - Present)
- Analyst @ (January 2022 - February 2025)
- Analyst @ (November 2018 - July 2021)
- Analyst @ (April 2018 - October 2018)
- Vice President, Equity Research @ (September 2014 - April 2018)
- Associate, Equity Research @ (June 2013 - August 2014)
Travis Potts Education
- Lehigh University
B.S. (Finance)
2009-2013 - The Hun School of Princeton
High School
2005-2009
Travis Potts Skills
- Bloomberg
- Microsoft Excel
- Financial Analysis
- Research
- Alternative Investments
- Equities
- Financial Modeling
- Valuation
- Investments
- Public Speaking
- Data Analysis
- Business Development
Travis Potts Summary
- Travis Potts, based in New York, NY, US, is currently a Portfolio Manager at SummitTX Capital. Travis Potts brings experience from previous roles at Ashler Capital, Balyasny Asset Management L.P., Millennium and Jefferies. Travis Potts holds a 2009 - 2013 B.S. in Finance @ Lehigh University. With a robust skill set that includes Bloomberg, Microsoft Excel, Financial Analysis, Research, Alternative Investments and more. Travis Potts has 5 emails and 4 mobile phone numbers on RocketReach.
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Top SummitTX Capital Employees
Philip Tynan
Director
New York, NY, US
Robert Bernstone
Managing Director
Manhasset, NY, US
John Timotheou
Managing Director, Chief Technology Officer
New York, NY, US
Mike Situ
Head of Data
New York, NY, US
Courtney Posner
General Counsel and Chief Compliance Officer
New York, NY, US
Hiroshi Harada
Head of Asia Business Development
Jupiter, FL, US
Jeffrey Chrzanowski
Director
New York, NY, US
Allison Torres
Vice President
New York, NY, US
Chris Stewart
Head of IT Infrastructure
Middleton, MA, US
Caroline Cooley
CEO and Co-Chief Investment Officer
Texas, United States
Michael Kozlov
Head of Quantitative Research
New York, NY, US
Kenneth Roedel
Vice President - Sr. Excel Engineer
New York, NY, US
Rory Hafey
Vice President, Operations
Middletown, NJ, US
Brian Peller
Chief Operating Officer
New York, NY, US
Ty Nelson
Vice President, Human Resources
Fort Worth, TX, US
Dennis Liang
Director
Jersey City, NJ, US
Haley Gallagher
Head of Broker Relations
Rye, NY, US
Jace Jackson
Managing Director, Head of Marketing and Business Development
Fort Worth, TX, US
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