Segal Marco Advisors
Travis Rego is an experienced finance professional currently serving as an Associate Consultant at Segal Marco Advisors since July 2022. Prior to this role, Travis held the position of Senior Investment Analyst at Milliman from March 2014 to July 2022 and worked as a Portfolio Management Analyst at Hall Capital Partners LLC from January 2012 to September 2013. Additional experience includes internships in fund accounting at State Street Bank and finance at Morgan Stanley, as well as a finance and accounting internship with the East Bay Regional Park District. Travis Rego earned a BS and BA in Managerial Economics and Communications from the University of California, Davis.
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Segal Marco Advisors
At Segal Marco Advisors, a member of The Segal Group, our mission is to provide trusted advice that improves lives. It is more than just a slogan. It is the animating force for our business. The global investment landscape grows more and more complex every day. Plan sponsors need the guidance of an experienced consultant with proprietary research and cutting-edge tools to produce optimal results. Segal Marco is one of the largest U.S.-based investment consultancies, serving over 400 clients with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients build a sound investment program that will give their plan participants dignity and comfort in retirement. Our senior professionals average 25 years of experience, and our teams are skilled in assuming new accounts efficiently to ease the transition for plan sponsors. Our work plays an important function in society. Organizations place their trust in us to help them navigate complex and difficult issues. They depend on us to help them make sound decisions that have an impact on millions of lives. Our clients employ people who put up new construction, teach our children in elementary schools, colleges and universities, put out fires, work at the state capital or city hall, create the latest technologies in Silicon Valley and perform countless other jobs. Segal is a privately-owned benefits, compensation and investment consulting firm with more than 1,000 professionals throughout the U.S. and Canada. Members of The Segal Group include Segal Benz, Segal Consulting, Sibson Consulting, Segal Select Insurance Services, Inc. and Segal Marco Advisors. Segal Marco Advisors is registered with the Securities & Exchange Commission as an investment adviser under the Investment Advisors Act of 1940.