Vise
Travis Fairchild, CFA, has over 18 years of professional experience. Travis began their career in 2003 as an Actuary/Consultant at Mercer. In 2010, they joined O'Shaughnessy Asset Management as a Research Analyst, eventually becoming a Vice President, Assistant Portfolio Manager and Associate Director, Assistant Portfolio Manager before being promoted to Principal, Portfolio Manager. In 2021, they were appointed Head of Investment Strategy at Vise.
Travis Fairchild, CFA, received their MBA from Cornell Johnson Graduate School of Management in 2011, with a focus in Capital Markets & Asset Management (CMAM) Immersion. Prior to this, they attended The University of Kansas, where they earned a double major in Business and Math between 1999 and 2003. Travis also holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) certifications.
Vise
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Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.