Travis Keshemberg, PhD, CFA, CIPM, FRM

Travis Keshemberg, PhD, CFA, CIPM, FRM, Senior Vice President - Investment Portfolio Manager, brings nearly 30 years of portfolio management and investment research experience to serve our Private Wealth clients. He specializes in researching, developing, and implementing tailored portfolio solutions, with expertise in investment strategies, portfolio modeling, risk management, and economic analysis. His comprehensive background includes developing proprietary investment evaluation systems, managing complex portfolio transitions, conducting investment due diligence, and creating customized financial models to help clients achieve their wealth management objectives.

Travis holds a PhD in Financial Economics from EDHEC Business School and a Master of Science in Applied Economics from Marquette University, along with professional designations including CFA, CIPM, and FRM. He maintains Series 7, 24, and 65 licenses and has served in leadership roles with CFA Society Milwaukee and as Board Chairman of The Providence Place, a nonprofit senior living facility. His academic foundation includes specialized training in analytical skills, asset management, and financial risk management.