Christopher Travelle, CFP®, CIMA®

Managing Director
Chris Travelle | Managing Director | The TMC Group of TSG Wealth Management

A true epitome of sheer brilliance, Christopher Travelle is standing tall as a highly reputable and accomplished Managing Director and Portfolio Management Director. With his illustrious 28 years tenure in the financial industry, Chris is responsible for leading the portfolio construction arm of the The TMC Group of TSG Wealth Management.

 

Endowed with impressive certifications such as a  CERTIFIED FINANCIAL PLANNER™ certification and Certified Investment Analyst, Chris was born with a prodigious aptitude for learning. He secured his bachelor’s degree in finance and aerospace Cum Laude from the University of North Dakota at the tender of age of 20 years old. This was accentuated by acquiring his commercial Multi Engine Instrument Pilot’s license during his short college years, logging over 250 hours of flight time. This extraordinary achievement laid a robust foundation that ushered Chris into the dynamic world of investment planning and investment.

 

Throughout his illustrious career, Chris is widely recognized for his profound market knowledge; an adept strategist he has consistently equipped himself with current investment management strategies, closely following financial trends while integrating strategic tax planning activities within his client’s portfolio. His knowledge extends far beyond just asset management and investing. Chris is a wealth advisor who excels in tax planning and estate planning solutions. His consistent ability to minimize liabilities and maximize returns is true value to his clients.

 

His uncanny ability to dissect complex market trends and patterns further cements his position as an invaluable leader within the industry to provide his clients with transformative ideas aimed towards optimum portfolio growth.

 

Chris’ inspiring journey reflects diligence, wisdom, and unwavering dedication. He is viewed as a visionary leader, strategic planner, and a beacon of intellectual prowess in a constantly evolving financial landscape.