Travis Weitz, CFA®
Senior Analyst / Portfolio Manager
Travis has been a research analyst with Register Financial since 2000 and has been managing individual portfolios since 2002.
He is currently Licensed Series 7, 87 and 63.
covers companies in the technology and telecommunication sectors, as well as other special situation equities.
extensive research experience in individual stocks to manage portfolios for private clients.
manages both small cap portfolios as well as multi-asset class portfolios, each tailored specifically for his
He works in investment consulting for foundations.
Travis graduated from the University of Texas at Austin with a BA in Psychology and is a CFA charter holder.