About

Travis Raish, CFA

Travis Raish is an investment and portfolio management consultant.

He is the founder and managing member of Circa Capital, an investment advisory and consulting firm, and has over 20 years of experience in professional money management, including experience as a portfolio manager, and as an equity analyst at a fund company with over $10 billion in assets under management.

In addition to his work as an investment consultant, Travis is an adjunct professor with The College for Financial Planning in Greenwood Village, Colorado, having mentored hundreds of financial planners through the Investment Planning curriculum in their pursuit of the Certified Financial Planner (CFP) designation.

Travis is a Chartered Financial Analyst (CFA) charterholder, a designation offered through the CFA Institute, and is a member of the CFA Society of Atlanta.