Travis Lower, Cfa, Cpcu Email & Phone Number
@northwood.edu
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Who is Travis Lower, Cfa, Cpcu? Overview
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Travis Lower, Cfa, Cpcu is listed as Vice President and Chief Investment Officer at Farm Bureau Insurance of Michigan, a company with 1371 employees, based in Lansing, Michigan, United States. AeroLeads shows a work email signal at northwood.edu and a matched LinkedIn profile for Travis Lower, Cfa, Cpcu.
Travis Lower, Cfa, Cpcu previously worked as Vice President & Chief Investment Officer at Farm Bureau Insurance Of Michigan and Senior Investment Portfolio Manager/Director at Farm Bureau Insurance Of Michigan. Travis Lower, Cfa, Cpcu holds Doctor Of Business Administration In Accounting & Finance from Jacksonville University.
Email format at Farm Bureau Insurance of Michigan
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AeroLeads found 1 current-domain work email signal for Travis Lower, Cfa, Cpcu. Compare company email patterns before reaching out.
About Travis Lower, Cfa, Cpcu
My team consists of extraordinarily talented investment research, commercial mortgage loan, and portfolio management professionals. Our focus is on optimizing portfolio yields, decreasing expenses, and mitigating risks for all of our internal investment portfolios. My passion is finding unusual and creative approaches to squeeze out additional basis points of risk-adjusted yield. Beyond 20+ years of experience, I have a Master of Business Administration (MBA) in Finance from the University of Michigan and am a Chartered Financial Analyst (CFA) and Chartered Property Casualty Underwriter (CPCU). I am a member of the CFA Society of Detroit, and teach finance courses at Northwood University.
Listed skills include Portfolio Management, Financial Analysis, Microsoft Excel, Asset Allocation, and 52 others.
Travis Lower, Cfa, Cpcu's current company
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Travis Lower, Cfa, Cpcu work experience
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Vice President & Chief Investment Officer
Current
Senior Investment Portfolio Manager/Director
- Led the Portfolio team; oversaw the investments of five companies with nearly $4B in life and property/casualty insurance cash and invested assets.
- Achieved a portfolio yield that outperformed the life insurance industry average every year.
- Directed the investment related aspects of integrating outside insurance companies.
- Collaborated with other department heads to manage daily liquidity, tax, and asset/liability sensitivity of all portfolios, including lines of credit.
- Conducted due diligence on private placement and private equity securities and managers.
- Evaluated commercial mortgage loan recommendations from internal underwriters.
Assistant Investment Portfolio Manager
- Supported the Senior Portfolio Manager and CIO in managing a $500M investment portfolio.
Investment Analyst
- Monitored investment portfolios for changes in credit risk.
- Developed and implemented a credit monitoring system to identify worsening investment profiles.
- Analyzed and provided investment recommendations to the Senior Portfolio Manager.
- Assisted with overseeing the company pension and 401K investments in partnership with the Retirement Plan Investment Advisor.
Adjunct Professor Of Finance
CurrentDeliver introductory finance and advanced quantitative analysis curriculum to undergraduate college students. Current courses include FIN 3010 (Financial Management for non-finance majors), FIN 3750 (Capital Markets and Analysis), and FIN 4100 (Chartered Financial Analyst (CFA) Topics),
Investment Research Analyst
- Conducted investment research focused on analyzing the financial condition of publicly traded corporations and executing due diligence on external asset managers.
- Drafted economic press releases for financial news articles to increase firm exposure.
- Provided insight through quantitative analysis and Monte Carlo Simulations.
Financial Advisor
Evaluated clients’ financial condition; recommended strategies to help them achieve financial goals.
Colleagues at Farm Bureau Insurance of Michigan
Other employees you can reach at farmbureauinsurance.com. View company contacts for 1371 employees →
Logan Morrow
Colleague at Farm Bureau Insurance Of MichiganStevensville, Michigan, United States, United States
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LJ
Larry Jr Mercer
Colleague at Farm Bureau Insurance Of MichiganBelding, Michigan, United States, United States
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DP
Deserae Potter
Colleague at Farm Bureau Insurance Of MichiganDewitt, Michigan, United States, United States
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AN
Austin Nardecchia
Colleague at Farm Bureau Insurance Of MichiganDetroit Metropolitan Area, United States
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LC
Lorie Crison
Colleague at Farm Bureau Insurance Of MichiganManchester, Michigan, United States, United States
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TD
Tim Donoghue
Colleague at Farm Bureau Insurance Of MichiganDetroit Metropolitan Area, United States
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FC
Frank Campione
Colleague at Farm Bureau Insurance Of MichiganSparta, Michigan, United States, United States
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CC
Chelse Clark
Colleague at Farm Bureau Insurance Of MichiganLansing, Michigan, United States, United States
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SE
Stacy Escobedo
Colleague at Farm Bureau Insurance Of MichiganAuburn, Michigan, United States, United States
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TS
Thornton Sarah
Colleague at Farm Bureau Insurance Of MichiganTrenton, Michigan, United States, United States
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Travis Lower, Cfa, Cpcu education
Doctor Of Business Administration In Accounting & Finance
Master Of Business Administration - Mba, Finance
Bachelor Of Science - Bs, Psychology, Applied Statistics
Frequently asked questions about Travis Lower, Cfa, Cpcu
Quick answers generated from the profile data available on this page.
What company does Travis Lower, Cfa, Cpcu work for?
Travis Lower, Cfa, Cpcu works for Farm Bureau Insurance of Michigan.
What is Travis Lower, Cfa, Cpcu's role at Farm Bureau Insurance of Michigan?
Travis Lower, Cfa, Cpcu is listed as Vice President and Chief Investment Officer at Farm Bureau Insurance of Michigan.
What is Travis Lower, Cfa, Cpcu's email address?
AeroLeads has found 1 work email signal at @northwood.edu for Travis Lower, Cfa, Cpcu at Farm Bureau Insurance of Michigan.
Where is Travis Lower, Cfa, Cpcu based?
Travis Lower, Cfa, Cpcu is based in Lansing, Michigan, United States while working with Farm Bureau Insurance of Michigan.
What companies has Travis Lower, Cfa, Cpcu worked for?
Travis Lower, Cfa, Cpcu has worked for Farm Bureau Insurance Of Michigan, Northwood University, Plante Moran Wealth Management, and American Express.
Who are Travis Lower, Cfa, Cpcu's colleagues at Farm Bureau Insurance of Michigan?
Travis Lower, Cfa, Cpcu's colleagues at Farm Bureau Insurance of Michigan include Logan Morrow, Larry Jr Mercer, Deserae Potter, Austin Nardecchia, and Lorie Crison.
How can I contact Travis Lower, Cfa, Cpcu?
You can use AeroLeads to view verified contact signals for Travis Lower, Cfa, Cpcu at Farm Bureau Insurance of Michigan, including work email, phone, and LinkedIn data when available.
What schools did Travis Lower, Cfa, Cpcu attend?
Travis Lower, Cfa, Cpcu holds Doctor Of Business Administration In Accounting & Finance from Jacksonville University.
What skills is Travis Lower, Cfa, Cpcu known for?
Travis Lower, Cfa, Cpcu is listed with skills including Portfolio Management, Financial Analysis, Microsoft Excel, Asset Allocation, Budgets, Wealth Management, Accounting, and Microsoft Word.
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