Travis Moore
Vice President , Portfolio Manager
Whittier Trust
Travis Moore is an Vice President, Portfolio Manager in Whittier Trust’s Southern California office. He is responsible for managing the portfolios of high net worth clients, foundations, and endowments. He is also responsible for management of Whittier Trust’s Tax-Conscious and Taxable Fixed Income strategies. He also has experience covering the technology and consumer equity sectors, and assists with due diligence of alternative investments.
Prior to joining Whittier, Travis provided international deal analysis at International Gaming Technology. Prior to that, he assisted with management of a $70m commercial loan portfolio at Umpqua Bank, providing credit analytics, financial statement analysis, and risk assessment. Travis also worked with the Nevada Small Business Development Center, helping clients secure equity, debt, and grant financing.
Travis holds the Chartered Financial Analyst (CFA®) designation, and is a member of the CFA Societies of Los Angeles and Orange County. He received his Bachelor’s degree in Finance from the University of Nevada, Reno and is in the process of completing his MBA at the UCLA Anderson School of Management.
Travis enjoys being involved with the community, volunteering with Big Brothers Big Sisters, Tahoe-Pyramid Bikeway, and Project Snow.
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Breakout #10: Integrate Your Business and Personal Investments Through a Family Office – Speaker
Integrate Your Business and Personal Investments Through a Family Office. The value of an independent family office to integrate your business, real estate, and investments