Travis Aldridge

VP, Portfolio Strategy at NewEdge Wealth

Travis Aldridge is the VP of Portfolio Strategy at NewEdge Wealth. Prior to joining NewEdge, Travis worked as an investment analyst at Genesis Investment Advisors from October 2008 to December 2012. Travis also worked as a summer intern and research analyst at Taplin Canida & Habacht from May 2006 to August 2007.

Travis has over 10 years of experience in the financial industry and has a proven track record of success in portfolio management and investment analysis. Travis is a highly skilled investor with a deep understanding of the markets and a keen eye for identifying profitable opportunities.

Travis is a graduate of the University of California, Berkeley, where they earned their degree in Economics.

Travis Aldridge holds a bachelor of science from the University of Florida.

Travis Aldridge reports to Jay Peters, Principal, Portfolio Strategy. They are on a team with Benjamin Lope - Associate, Portfolio Strategy, Kevin Miller - VP, Portfolio Strategy.

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Peers

Timeline

  • VP, Portfolio Strategy

    Current role

  • Portfolio Manager

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