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Travis Borton, Cfa, Mst, Cfp® Email & Phone Number

Managing Director, Portfolio Management at BMO Family Office
Location: Greater Chicago Area, United States 5 work roles 3 schools
1 work email found @bmo.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@bmo.com
LinkedIn Profile matched
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Current company
BMO Family Office
Role
Managing Director, Portfolio Management
Location
Greater Chicago Area, United States
Company size
196 employees

Who is Travis Borton, Cfa, Mst, Cfp®? Overview

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Quick answer

Travis Borton, Cfa, Mst, Cfp® is listed as Managing Director, Portfolio Management at BMO Family Office, a with 196 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Travis Borton, Cfa, Mst, Cfp®.

Travis Borton, Cfa, Mst, Cfp® previously worked as Senior Director at Bmo Family Office and Director, Investment Advisory Services at Bmo Family Office. Travis Borton, Cfa, Mst, Cfp® holds Masters Of Science In Taxation from Northern Illinois University - College Of Business.

Company email context

Email format at BMO Family Office

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*@bmo.com
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AeroLeads found 1 current-domain work email signal for Travis Borton, Cfa, Mst, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Travis Borton, Cfa, Mst, Cfp®

BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office. Drawing on decades of experience amassed through the legacy organizations that comprise BMO Family Office, we help navigate the complexities of managing substantial wealth through an integrated planning and advisory approach.

Listed skills include Portfolio Management, Wealth Management, Investments, Strategic Financial Planning, and 34 others.

Current workplace

Travis Borton, Cfa, Mst, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

BMO Family Office
Bmo Family Office
Managing Director, Portfolio Management
Chicago, IL, US
Website
bmofamilyoffice.com
Employees
196
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Company profile
View company profile Email format
5 roles

Travis Borton, Cfa, Mst, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Director

Current
Bmo Family Office

Chicago, Illinois, United States

Aug 2023 - Present

Director, Investment Advisory Services

Bmo Family Office

Chicago

BMO Family Office is an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their investment, tax, estate, philanthropic, risk and family capital needs.

Feb 2011 - Aug 2023

Investment Advisor

Evanston Advisors, Inc.

High net worth wealth management, including portfolio management and financial planning.

May 2004 - Feb 2011

Resnet Consultant Supervisor

Wheaton College - Computing Services
Aug 2002 - May 2004
Team & coworkers

Colleagues at BMO Family Office

Other employees you can reach at bmofamilyoffice.com. View company contacts for 196 employees →

SB Sary Bo Sary Bo Colleague at Bmo Family OfficeGreater Chicago Area, United States View → ZK Zakaria Khalil Zakaria Khalil Colleague at Bmo Family OfficeAlgeria View → RZ Rachid Zamouri Rachid Zamouri Colleague at Bmo Family OfficeTunis, Tunisia View → JK Joseph Knecht Joseph Knecht Colleague at Bmo Family OfficeChicago, Illinois, United States View → TH Tom Howe Tom Howe Colleague at Bmo Family OfficeChicago, Illinois, United States View → KD Kenyon Dave Kenyon Dave Colleague at Bmo Family OfficeFremont, California, United States View → SS Samia Salloum Samia Salloum Colleague at Bmo Family OfficeCalgary, Alberta, Canada View → KB Kartaysa Berry Kartaysa Berry Colleague at Bmo Family OfficeGreater Chicago Area, United States View → SB Shelby Benavidez Shelby Benavidez Colleague at Bmo Family OfficeBeaverton, Oregon, United States View → MN Muhammad Najeeb Akhtar Shah Muhammad Najeeb Akhtar Shah Colleague at Bmo Family OfficePakistan View →
3 education records

Travis Borton, Cfa, Mst, Cfp® education

Cfa Charterholder

Cfa Institute
FAQ

Frequently asked questions about Travis Borton, Cfa, Mst, Cfp®

Quick answers generated from the profile data available on this page.

What company does Travis Borton, Cfa, Mst, Cfp® work for?

Travis Borton, Cfa, Mst, Cfp® works for BMO Family Office.

What is Travis Borton, Cfa, Mst, Cfp®'s role at BMO Family Office?

Travis Borton, Cfa, Mst, Cfp® is listed as Managing Director, Portfolio Management at BMO Family Office.

What is Travis Borton, Cfa, Mst, Cfp®'s email address?

AeroLeads has found 1 work email signal at @bmo.com for Travis Borton, Cfa, Mst, Cfp® at BMO Family Office.

Where is Travis Borton, Cfa, Mst, Cfp® based?

Travis Borton, Cfa, Mst, Cfp® is based in Greater Chicago Area, United States while working with BMO Family Office.

What companies has Travis Borton, Cfa, Mst, Cfp® worked for?

Travis Borton, Cfa, Mst, Cfp® has worked for Bmo Family Office, Evanston Advisors, Inc., and Wheaton College - Computing Services.

Who are Travis Borton, Cfa, Mst, Cfp®'s colleagues at BMO Family Office?

Travis Borton, Cfa, Mst, Cfp®'s colleagues at BMO Family Office include Sary Bo, Zakaria Khalil, Rachid Zamouri, Joseph Knecht, and Tom Howe.

How can I contact Travis Borton, Cfa, Mst, Cfp®?

You can use AeroLeads to view verified contact signals for Travis Borton, Cfa, Mst, Cfp® at BMO Family Office, including work email, phone, and LinkedIn data when available.

What schools did Travis Borton, Cfa, Mst, Cfp® attend?

Travis Borton, Cfa, Mst, Cfp® holds Masters Of Science In Taxation from Northern Illinois University - College Of Business.

What skills is Travis Borton, Cfa, Mst, Cfp® known for?

Travis Borton, Cfa, Mst, Cfp® is listed with skills including Portfolio Management, Wealth Management, Investments, Strategic Financial Planning, Estate Planning, Asset Management, Financial Planning, and Alternative Investments.

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