Our Team

Jeffrey B. Travis, CFA

Principal, COO, Portfolio Manager & Research Analyst

Experience  

  • Years Investment Experience:  21
  • Years with Winslow:  9
  • Broadleaf Partners, Chief Operating Officer, Portfolio Manager                                         
  • Oak Associates, ltd., Portfolio Manager

Education

  • Case Western Reserve University, MBA                        
  • Denison University, BA

Community Involvement

  • The Ohio Buckeye Chapter of the National Multiple Sclerosis Society - Board of Trustees, Finance Committee
  • College Now Scholarship Program – Mentor
  • Hudson Community First – Advisory Board