Travis Dragan leads the Portfolio Analyst and Wealth Management Analyst teams. He’s passionate about delivering outstanding investment support for Sequoia’s financial advisors and clients.

Travis has thirteen years of experience in the financial services industry and has held various roles, including portfolio manager, investment strategist, and investment department manager.

Travis holds the following licenses: He’s a Chartered Financial Analyst (CFA®), a Chartered Market Technician® (CMT), and a Financial Risk Manager (FRM®) which is issued by the Global Association of Risk Professionals (GARP). He’s a member of the CFA Society Cleveland and a member of the CMT Association. Travis holds an M.S. in Financial Engineering and a B.S. in Finance from Kent State University.

In his free time, Travis enjoys tackling home renovation projects, maintaining physical fitness, and spending time with his wife and two daughters in Canton, Ohio.