![Travis Bezella](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Travis Bezella
Gestionnaire de Portefeuille-Actions chez
Creative Planning LLC
Profil
Travis Gregory Bezella is a Partner & Managing Director at Creative Planning LLC.
Prior to joining Creative Planning, He served as Director of Financial Planning for a financial services firm based in the Minneapolis-St. Paul metro area where his major duties included the successful development of proprietary financial planning software, directing the firm’s overall client service strategy, and helping execute the firm’s global investment strategy.
He received an undergraduate degree from the University of Minnesota and an MBA from the University of St. Thomas (Minnesota).
Postes actifs de Travis Bezella
| Sociétés | Poste | Début |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Gestionnaire de Portefeuille-Actions | 01/02/2014 |
Formation de Travis Bezella
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
