Travis’s previous roles were with a boutique investment bank and a business valuation firm, serving as an advisor to business owners in merger & acquisition transactions. Travis was also responsible for services and consultation related to business valuations in connection with fairness opinions, employee stock ownership plans (ESOPs), tax planning, litigation matters, and more.
Prior to his role in business valuation and investment banking, Travis served as a small business loan fund manager and an equity analyst for an investment company which made debt and equity investments in small businesses. Travis began his career as an analyst in the Trust Department of a regional bank providing investment consultation and financial plans for individuals and estates.
Travis has a B.S. in Finance from the University of Tennessee at Chattanooga and an M.B.A. from the University of Tennessee, Knoxville. In 2001, he earned the Chartered Financial Analyst designation and is member of the CFA Institute. He and his wife Amber live on Signal Mountain with their two sons. They are members of Northshore Fellowship Church.