The Joseph Group

R. Travis Upton, CFA, FRM, CAIA

Partner, CEO and Chief Investment Officer
Clifton StrengthsFinder®

Competition – Strategic – Achiever – Woo – Communication

Travis chairs the firm’s Investment Committee and plays a key role in developing and communicating The Joseph Group’s investment strategy. Earlier in his career Travis served as an Institutional Portfolio Manager with Fifth Third Investment Advisors where he worked extensively with investment policy for endowment and pension funds. He also worked in institutional sales with the Harbor Fund mutual fund family. In addition to his investment duties, Travis is a Kaplan Licensed Faculty member for Kaplan Education’s Leadership and Professional Development program where he teaches training programs for investment banks across the country and develops study materials for financial certification programs. He is a summa cum laude graduate of the University of Toledo and holds the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations. Travis is a member of CFA Institute and past-President of the Columbus CFA Society. Travis and his wife Shannon have three children and live in Hilliard where they are active at Cypress Church.

Contact R. Travis Upton, CFA, FRM, CAIA