Travis Grimm

Travis Grimm has over 20 years of experience in the financial services industry. Travis is currently the Head of Program Management at Atria at AtriaWealth, where they are responsible for overseeing and directing multiple technology projects to support an array of business operations across Morgan Stanley. Prior to their current role, Travis was the Executive Director at Morgan Stanley, responsible for Advisor Platform Analytics and Reporting, direct-to-client investing tools and systems, and client advisory center business technology.

Before joining Morgan Stanley, Travis was the President of LightCap Business Solutions, LLC, a boutique consulting firm catering to the financial services, tech manufacturing, and healthcare sectors. At LightCap, Travis focused on Salesforce system and process design, implementation, and system integration to third-party systems.

Prior to LightCap, Travis served as the Chief Administration Officer at Contango Capital Advisors. In this role, they were responsible for all aspects of the firm's administration, including human resources, finance, and operations.

Travis began their career in financial services as a Project Manager at Morgan Stanley in 1999. In this role, they managed a variety of technology projects for the firm. Travis left Morgan Stanley in 2004 to join Contango Capital Advisors.

Travis Grimm has a MBA in Information Systems Emphasis from the University of Utah - David Eccles School of Business, a BS in Finance from the University of Utah - David Eccles School of Business, and an AS in General Studies from Salt Lake Community College.

Travis Grimm reports to Doug Ketterer, CEO & Founding Partner. Some of their coworkers include Chris Mueller - Co-Head of Operations, Atria, Kevin Beard - Chief Growth Officer & Founding Partner, and Brian Nelson - Head of Practice Management, Atria.