Travis Simon, CFA, is a seasoned finance professional with extensive experience in investment analysis and risk management. Currently serving as a Principal at Mercer since November 2018, Travis has previously held key roles including Senior Research Analyst at Pavilion Advisory Group and various positions at Slocum, where responsibilities spanned from Capital Markets Research Associate to Senior Investment Analyst. Travis also operated Financial Efficiency, LLC, and contributed to RBC Wealth Management and TCF Bank, among other financial institutions. A graduate of Minnesota State University, Mankato with a degree in Finance, Investments and Institutions, Travis possesses a strong foundation in financial services that is supported by a commitment to professional development.
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