Travis Potts Email & Phone Number
Portfolio Manager @ SummitTX Capital
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Travis Potts Location
- New York, NY, US
Travis Potts Work
- 2026 -now Portfolio Manager @
- 2022 -2025 Analyst @
- 2018 -2021 Analyst @
- 2018 -2018 Analyst @
- 2014 -2018 Vice President, Equity Research @
- 2013 -2014 Associate, Equity Research @
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 6 emails and 4 mobile phone numbers on RocketReach.
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Top SummitTX Capital Employees
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New York, NY, US
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CEO and Co-Chief Investment Officer
Texas, United States
Michael Kozlov
Head of Quantitative Research
New York, NY, US
Rory Hafey
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Haley Gallagher
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Rye, NY, US
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