Travis Portwood
Chief Investment Officer @Allen Capital Group
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WORK HISTORY
Chief Investment Officer @Allen Capital Group
Omaha, NE, US
As the Chief Investment Officer (CIO), I am responsible for leading the firm’s investment strategy, individual securities research and portfolio management efforts. With over 20 years of experience in the financial services industry, I work with individuals, charitable foundations and corporations to create customized investment and wealth management solutions based on their specific needs and objectives. Prior to joining the Allen Capital Group, I was a Sr. Wealth advisor with a successful national advisory firm. I have a bachelor’s degree in Business Finance from Wayne State College in Wayne, Nebraska. I have obtained the Chartered Financial Analyst (CFA) designation and am a member of the CFA Institute and CFA society of Nebraska. Additionally, I am a CERTIFIED FINANCIAL PLANNER™ and also a member of the Financial Planners Association (FPA) of Nebraska. My wife Cindy and I have two daughters, Morgan and Kennedy. Most of our free time is spent coaching and cheering for the girls at basketball and soccer games. We reside in Bennington NE.
EDUCATION
Wayne State College
Bachelor of Science (BS), Business Finance
SKILLS
ABOUT TRAVIS PORTWOOD
As the Chief Investment Officer (CIO), I am responsible for leading the firm’s investment strategy, individual securities research and portfolio management efforts. With over 20 years of experience in the financial services industry, I work with individuals, charitable foundations and corporations to create customized investment and wealth management solutions based on their specific needs and objectives. Prior to joining the Allen Capital Group, I was a Sr. Wealth advisor with a successful national advisory firm. I have a bachelor’s degree in Business Finance from Wayne State College in Wayne, Nebraska. I have obtained the Chartered Financial Analyst (CFA) designation and am a member of the CFA Institute and CFA society of Nebraska. Additionally, I am a CERTIFIED FINANCIAL PLANNER™ and also a member of the Financial Planners Association (FPA) of Nebraska. My wife Cindy and I have two daughters, Morgan and Kennedy. Most of our free time is spent coaching and cheering for the girls at basketball and soccer games. We reside in Bennington NE.
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