Travis Ralsh
CFA, MBA, Portfolio Manager & Investment Team

FULL BIOGRAPHY
Travis is a respected financial educator, author, academic professor and industry thought leader with over 25 years of experience managing investments for mutual funds and individual client portfolios. As a Chartered Financial Analyst (CFA®) and former equity analyst and portfolio manager, Travis applies a disciplined, research-driven approach to investing, rooted in a deep understanding of owning quality businesses for the long term.
His extensive experience in building mutual funds and advising clients has shaped his core investment philosophy: maintain a patient, long-term perspective and construct diversified portfolios centered on high-quality companies.
Travis and his wife, Amy, live in Cumming, Georgia, with their two children. They are actively involved in their church and local community.