Profile
Mr. Travis McShane is a Principal at Eclectic Associates, Inc. He joined the firm in September 2011.
Prior to joining Eclectic, he held positions coaching basketball at La Habra High School as well as working for JPMorgan Chase.
Mr. McShane received his undergraduate degree from California State University-Fullerton.
He is currently working toward earning his CFP designation and will be continuing his classes at University of California, Irvine.
Former positions of Travis McShane
Companies | Position | End |
---|---|---|
JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
Eclectic Associates, Inc.
Eclectic Associates, Inc. Investment ManagersFinance Eclectic Associates, Inc. (Eclectic) is an independent, SEC-registered investment advisor headquartered in Fullerton, California. The firm was founded by Bill Camp in 1984. Eclectic provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, and individual participants of retirement plans. In addition, the firm provides services to pension and profit-sharing plans, charitable organizations, and businesses. | Corporate Officer/Principal | - |
Training of Travis McShane
California State University-Fullerton | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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JPMORGAN CHASE & CO. | Finance |
Private companies | 1 |
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Eclectic Associates, Inc.
Eclectic Associates, Inc. Investment ManagersFinance Eclectic Associates, Inc. (Eclectic) is an independent, SEC-registered investment advisor headquartered in Fullerton, California. The firm was founded by Bill Camp in 1984. Eclectic provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, and individual participants of retirement plans. In addition, the firm provides services to pension and profit-sharing plans, charitable organizations, and businesses. | Finance |
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