![Travis Boyer](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Travis Boyer
Portefeuillebeheerder-Aandelen bij Modera Wealth Management LLC
Profiel
Travis Lee Boyer is currently a Wealth Manager & Principal at Modera Wealth Management LLC since 2023.
Prior to this, he worked as a Senior Financial Advisor at Parsec Financial Management, Inc. from 2012 to 2023.
He also worked as an Associate at Edelman Financial Services LLC and as an Analyst at Wachovia Securities LLC in 2011.
Mr. Boyer completed his undergraduate degree from The University of North Carolina at Asheville in 2007.
Actieve functies van Travis Boyer
Bedrijven | Functie | Begin |
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Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Portefeuillebeheerder-Aandelen | 01-04-2023 |
Eerdere bekende functies van Travis Boyer
Bedrijven | Functie | Einde |
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Parsec Financial Management, Inc.
![]() Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Portefeuillebeheerder-Aandelen | 01-05-2023 |
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | 31-12-2011 |
Edelman Financial Services LLC
![]() Edelman Financial Services LLC Investment ManagersFinance Edelman Financial Services LLC provides investment advice. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Corporate Officer/Principal | - |
Opleiding van Travis Boyer
The University of North Carolina at Asheville | Undergraduate Degree |
Ervaring
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Verwante bedrijven
Bedrijven in privébezit | 4 |
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Parsec Financial Management, Inc.
![]() Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Finance |
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Edelman Financial Services LLC
![]() Edelman Financial Services LLC Investment ManagersFinance Edelman Financial Services LLC provides investment advice. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Finance |
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |