You're signed outSign in or to get full access.
About
Travis Hartman is a Portfolio Manager at Stockman Wealth Management, Inc. in Bozeman, Montana, where he is responsible for constructing and managing investment portfolios for private clients and institutions. His role focuses on providing personalized investment solutions and overseeing asset allocation across multiple asset classes, leveraging 17 years of industry experience to advise on equity, fixed income, and diversified investment strategies.
Travis's investment expertise covers traditional securities and diversified portfolios, with a specific emphasis on serving the needs of individuals, families, and agricultural business owners in the Northern Rockies region. In addition to his role at Stockman Wealth Management, he has entrepreneurial experience as Co-Owner of both TJ Holdings and Hartman Land & Livestock, further informing his knowledge of the real assets and agribusiness sectors.
He holds an MBA from the University of Montana College of Business and a BBA in Small Business & Entrepreneurship from the University of Montana-Western, along with professional designations such as CTFA and AWMA. His deep regional roots, broad sector coverage, and advanced credentials make him a trusted advisor for high-net-worth individuals and business owners, particularly those seeking expertise in agriculture, real estate, and wealth management in Montana and the surrounding areas.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stockman Wealth Management | Portfolio Manager | May 2022 to Present | — |
| TJ Holdings | Co-Owner | Mar 2017 to Present | — |
| Hartman Land & Livestock | Co-Owner | Mar 2019 to Present | — |
| Tight Line Adventures | Fishing Guide | Apr 2008 to Present | — |
| U.S. Bank | Vice President, Private Wealth Advisor | Aug 2021 to May 2022 | — |
| U.S. Bank | Vice President, Wealth Management Trust Advisor | May 2018 to Aug 2021 | — |
| Wells Fargo | Vice President, Fiduciary Advisory Specialist | Aug 2015 to Jun 2018 | — |
| Northwestern Mutual | Financial Representative | Sep 2012 to Aug 2015 | — |
| PFL.com | Team Lead - Technical Service Representative | Dec 2010 to Sep 2012 | — |
| Montana State University-Bozeman | Resident Director | Jun 2008 to Dec 2010 | — |
Education
The University of Montana - College of Business
Masters of Business Administration, Business
2010 — 2012
The University of Montana-Western
Bachelor of Business Administration - BBA, Small Business & Entrepreneurship
2004 — 2008
Others at Stockman Wealth Management, Inc. (8)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Kalispell, MT , United States | |
J Jennifer Hemphill | Investment Officer | Billings, MT , United States |
| Portfolio Manager | Kalispell, MT , United States | |
| Senior Analyst | Billings, MT , United States | |
| Senior Portfolio Manager | Billings, MT , United States | |
| Portfolio Manager | Missoula, MT , United States | |
| Portfolio Manager | Billings, MT , United States | |
| Portfolio Manager | Missoula, MT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Sr. Portfolio Manager | Stack Financial Management, Inc. | Whitefish, MT , United States | |
| Senior Portfolio Manager | Stack Financial Management, Inc. | Whitefish, MT , United States | |
| Senior Vice President of Investments | Congress Wealth Management LLC / de / | Columbia, MD , United States | |
| Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States | |
| Partner, Portfolio Manager | Neville Rodie & Shaw Inc. | New York, NY , United States | |
| Portfolio Manager; Vice President | Neville Rodie & Shaw Inc. | New York, NY , United States |