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Jeff Travis

Jeff Travis

Portfolio Manager

Followers of Jeff Travis360 followers
location of Jeff TravisHudson, Ohio, United States

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  • Timeline

  • About me

    Portfolio Manager at Oak Associates Funds

  • Education

    • Weatherhead School of Management at Case Western Reserve University

      1998 - 2000
      MBA Finance

    • Denison University

      1993 - 1997
      BA Economics

  • Experience

    • Oak Associates, ltd.

      Jul 1997 - Apr 2006
      Portfolio Manager

    • MS Society - Buckeye Chapter

      Jan 1999 - Jan 2015
      Board Member

    • Broadleaf Partners, LLC

      Apr 2006 - Sept 2009
      Director of Research & VP of Operations

    • Winslow Asset Management

      Sept 2009 - Mar 2019
      Vice President; Research, Portfolio Manager

    • Oak Associates Funds

      Mar 2019 - now
      Portfolio Manager

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute