Travis has over 25 years of experience in professional money management, including experience as a portfolio manager and as an equity analyst. His work includes consulting with advisory firms and managing stock-based portfolios for institutions and individuals.
Travis also taught at the college level for several years as an adjunct professor with The College for Financial Planning in Greenwood Village, Colorado. There he mentored thousands of financial planners through the Investment Planning curriculum of the CFP (Certified Financial Planner) program of study, and through the investment curriculum in the College’s MS in Finance degree program.
Travis has a BSBA in Finance from Colorado State University and an MBA with a concentration in finance from Regis University. He is also a CFA (Chartered Financial Analyst) charterholder.
Steve brings a wide assortment of experience and knowledge to Circa Capital. He has spent his career working with families and individuals to manage the risk of concentrated equity positions. He applies sophisticated equity options tactics to improve client outcomes. During a career at State Street, Fleet Bank, Wilmington Trust and SunTrust, Steve has helped clients navigate complex situations to achieve their goals. He believes unique situations deserve custom solutions.
Steve has a BS in Math/Computer Science from Providence College, a BS in Industrial Engineering from Columbia University and an MS in Finance from Carroll School of Management at Boston College. He holds the CFA designation and he is a member of CFA Society Atlanta.
Steve is very active in the community as a founder and board member of ASFIP Foundation. The Foundation works to improve the financial well-being of young adults in the Georgia community.
James has over twenty years of fixed income research experience, having most recently served as a senior high yield credit research analyst for approximately eleven years at State Street Global Advisors (SSGA). His SSGA employment experience also included eight years as a senior investment-grade research analyst. Prior to SSGA, James worked as a high yield research analyst at BancBoston Robertson Stephens. James began his career in public accounting and worked for a number of local CPA firms in Massachusetts and California.
James has a BS in Accounting from Northeastern University and an MBA from the F. W. Olin Graduate School of Business at Babson College. Additionally, he is a CPA and has earned the right to use the CFA (Chartered Financial Analyst) designation.