During my last 15+ years in the industry, I have accumulated knowledge and experience in several departments, including, but not limited to, operations, trading and portfolio management. The diverse set of skills that I have been able to hone in over a decade in asset and private wealth management have allowed me to have a true understanding of - not only financial markets - but a practical understanding of how the overall industry runs on a daily basis. In addition to my actual work experience, in 2013 I became a Chartered Financial Analyst (CFA) which allowed me to combine my on the job training with a more formal and academic understanding of financial markets.
Travis Aldridge
Vice President, Portfolio Strategy
NewEdge Wealth
United States, Florida, Miami
About Me
Profile Information
Vice President, Portfolio Strategy
NewEdge Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Miami
Florida
United States
Aug 8, 2024
Work Experience
NewEdge Wealth
Vice President, Portfolio Strategy Jan 2022 - Present
Email: taldridge@newedgecg.com
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