Travis Aldridge

Travis Aldridge, CFA, is Vice President, Portfolio Strategy at NewEdge Wealth in Miami, where he designs and implements dynamic investment strategies for ultra high net worth individuals, family offices, and institutional clients. His responsibilities include portfolio construction, risk and performance analysis, liquidity management, and tactical asset allocation decisions, ensuring client portfolios remain optimally aligned to risk-adjusted return objectives.

With over fifteen years in investment management, Travis’s background includes previous roles as Portfolio Manager at both NewEdge Wealth and Boston Private, as well as positions at Silicon Valley Bank, Salient Wealth Planning Group, and Genesis Investment Advisors. He has served on Investment Policy Committees and contributed to the development of portfolio monitoring and reporting tools, focusing on multi-asset portfolios spanning equities, fixed income, and alternative investments, with an emphasis on sophisticated wealth management for complex client needs.

Travis is a CFA charterholder and holds a Bachelor of Science in Finance from the University of Florida. He maintains Series 7, 63, and 65 licenses, and is recognized for his expertise in constructing tailored, risk-sensitive portfolios across public and private markets, particularly serving the needs of investors in the South Florida region.