Focus Financial Partners Inc
Travis is responsible for business development and acquisition activities, focused on sourcing new partner firms as well as merger candidates for existing Focus partner firms. Travis also works closely with several Focus partner firms on strategic initiatives geared toward operational improvement and accelerated growth.
Prior to joining Focus, Travis was a Vice President in the Financial Sponsors Group of the Investment Bank at Credit Suisse. He worked with private equity firms and their portfolio companies on a variety of transactions including leveraged buyouts, M&A and equity offerings.
Travis previously worked in management consulting for Monitor Group, where he advised clients on issues related to growth strategy, operational efficiency and post-merger integration.
Travis holds an MBA from the University of Virginia Darden School of Business and a BA from Georgetown University.
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Focus Financial Partners Inc
Focus Financial Partners Inc. is a wealth management firm that operates in the registered investment advisor industry. The Company is formed of partnerships between independent fiduciaries and entrepreneurs, and partner firms. The Company provides wealth management services that include financial planning, tax planning and preparation, estate planning, financial counseling, asset allocation, manager selection, security selection, and centralized asset management. The Company offers its services to high net worth individuals, families and business entities on a recurring fee-based model. Through the partner firms, the Company offers wealth management services across a diverse range of asset classes. It has over 50 partner firms. The Company also its partner firms with value-added services that include marketing and business development, operational and technology enhancements, legal and compliance support, talent management, and succession planning.