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Travis Aldridge, CFA, has extensive experience in investment management, having worked in various portfolio management and analyst roles at companies such as NewEdge Wealth, Boston Private, Salient Wealth Planning Group, and Genesis Investment Advisors. With a background in finance from the University of Florida, Travis has a strong track record of designing and implementing dynamic investment strategies to achieve optimal risk-adjusted returns. Throughout their career, Travis has been involved in managing portfolios, participating in Investment Policy Committees, and developing reporting tools for monitoring portfolio balances and asset allocations.