Travis Borton
Managing Director, Portfolio Management @Bmo Family Office
Chicago, IL, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2025 — Present
Managing Director, Portfolio Management @Bmo Family Office
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Chicago, IL, US
EDUCATION
2007 — 2009
Northern Illinois University - College of Business
Masters of Science in Taxation
2013
CFA Institute
CFA Charterholder
2000 — 2004
Wheaton College
BA
SKILLS
InvestmentsAsset AllocationBankingMutual FundsUniform Combined State LawHedge FundsFinancial ReportingStrategic Financial PlanningEquitiesFinancial PlanningPortfolio ManagementWealth ManagementSeries 65Retirement PlanningAccountingEtfsFinancial ModelingHigh Net Worth IndividualsInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsPrivate EquityValuationBloombergAsset ManagementStrategic PlanningSecuritiesEstate PlanningInvestment ManagementFinancial AnalysisSeries 63Financial MarketsTaxInvestment AdvisoryAsset ManagmentSeries 7Fixed IncomeFinancial Planners
ABOUT TRAVIS BORTON
BMO Family Office is a wealth management advisory firm serving single family offices and…
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