About
Verified that Travis Palmer is a Portfolio Manager at Miracle Mile Advisors, LLC in San Francisco, CA, based on The Org's organizational chart and cross-referenced with his LinkedIn profile. Confirmed his previous roles at Composition Wealth, Karp Capital Management, and McCullough & Associates LLC. Verified educational background and areas of expertise. No conflicting information found with similar names.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Composition Wealth | Portfolio Manager | Nov 2022 to Present | • Implements electronic security trades with precision, ensuring accurate execution and timely settlement, while actively coordinating with multiple brokers and custodians to facilitate seamless trans... |
| Karp Capital Management | Associate Portfolio Manager | Jun 2021 to Nov 2022 | • Established, implemented, and executed further automation of the portfolio management processes. • Sustained investment strategies encompassing multiple variables. • Maintained the portfolio managem... |
| McCullough & Associates LLC | Portfolio Manager | May 2019 to Sep 2020 | • Monitors asset allocation and exposure of a 9-figure portfolio. • Developed ongoing investment strategy and asset allocation for equity and fixed income portfolios. • Liaises with external sell side... |
| Private Equity Forex Broker | Trader | Jan 2014 to Jan 2017 | • Designed and tested algorithms for automated technical trading. • Returned triple digit percentage gains on account during high volatility. • Distinct ability to spot arising opportunities and asser... |
| Exploratorium | Business Development Intern | Feb 2014 to Apr 2014 | • Collaborated with the museum and potential donors to raise funds and promote the museum during corporate engagement events, expanding individual giving for the donor foundation. • Conducted competit... |
| Innovative Labs, LLC | Lab Tech Assistant | Oct 2011 to Mar 2012 | • Constructed company’s primary product, an industrial grade air purification system, from raw materials through completion for testing to ensure all sensors, chips and hardware functioned properly. •... |
Education
Santa Clara University Leavey School of Business
Master's degree, Finance
2017 — 2018
Dominican University of California
Bachelor of Business Administration (B.B.A.)
2009 — 2014
University of Technology, Sydney
2010 — 2011
Others at Miracle Mile Advisors, LLC (9)
| Name | Role | Location |
|---|---|---|
| Partner | CA , United States | |
C Coleman Chamberlain | Associate Research Analyst | Chicago, IL , United States |
| Partner | CA , United States | |
| Partner | CA , United States | |
| Senior Associate Portfolio Strategist | CA , United States | |
| Investment Analyst | Santa Monica, CA , United States | |
| Trader | Los Angeles, CA , United States | |
| Chief Investment Officer | Chicago, IL , United States | |
S Sidi Zhao | Trader | Los Angeles, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
R Rich Schimbor | Senior Equity Analyst | Ami Asset Management Corp. | Los Angeles, CA , United States |
A Andrew Z. | Portfolio Manager | Ami Asset Management Corp. | Los Angeles, CA , United States |
H Heather Liu | Portfolio Analyst | L & S Advisors Inc. | Los Angeles, CA , United States |
| Senior Trader | L & S Advisors Inc. | Los Angeles, CA , United States |