Profil
Mr. Paul Travlos is Managing Director, CEO & COO at IRON Financial LLC.
He joined IRON Financial in April 2008 and is responsible for both the overall business strategy and daily execution of all operations within IRON.
He also chairs IRON’s Risk Committee which ensures the adherence to IRON’s policies and procedures in connection with the firm’s enterprise risk management.
He is also a former curriculum board advisor to a local college in Illinois.
Prior to joining IRON, Mr. Travlos was a Managing Director for Credit Suisse in New York where he was the Chief Information and Operations Officer within the U.S.
private bank and asset management divisions.
He was successful in leading initiatives around cost reduction, middle/back office process re-engineering and technology transformation.
He is a former Co-Founder and COO of Volaris, a volatility management firm based in New York, which managed over $5 billion in notional assets for ultra-high net worth clients.
The firm was acquired in 2003 through an M&A transaction by Credit Suisse.
Earlier in his career, Mr. Travlos had a business management consulting practice for nearly ten years focused on operations, technology and process re-engineering across the financial services, healthcare, manufacturing and automotive industries.
He started his career in financial services in operations and retail/private banking audit.
He received his M.B.A.
in Finance and Accounting from Loyola University of Chicago, Graduate School of Business and his Bachelor of Science in Mathematics and Computer Science from Loyola University of Chicago.
Ehemalige bekannte Positionen von Paul Travlos
Unternehmen | Position | Ende |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | - |
IRON Financial LLC
IRON Financial LLC Investment ManagersFinance IRON Financial LLC is a SEC-registered investment advisor headquartered in Northbrook, Illinois. The firm was founded in 1994 by Aaron Izenstark and Howard Nixon. They are a subsidiary of IRON Holdings LLC, itself is owned by IRON Financial Management, Inc. IRON Financial also provides the advisory services to individuals, high net-worth individuals, investment companies (including mutual funds), pension and profit-sharing plans (other than plan participants), charitable organizations, and corporations and other businesses. | Vorstandsvorsitzender | - |
Volaris Advisors
Volaris Advisors Investment Banks/BrokersFinance Part of UBS Group AG, Volaris Advisors is a company that provides investment banking services. The company is based in New York, NY. The company was founded by Paul Travlos, Stephen M. van Besien. Volaris Advisors was acquired by Credit Suisse Securities (USA) LLC (Broker) on May 22, 2003. | Gründer | - |
Ausbildung von Paul Travlos
Loyola University of Chicago | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Volaris Advisors
Volaris Advisors Investment Banks/BrokersFinance Part of UBS Group AG, Volaris Advisors is a company that provides investment banking services. The company is based in New York, NY. The company was founded by Paul Travlos, Stephen M. van Besien. Volaris Advisors was acquired by Credit Suisse Securities (USA) LLC (Broker) on May 22, 2003. | Finance |
IRON Financial LLC
IRON Financial LLC Investment ManagersFinance IRON Financial LLC is a SEC-registered investment advisor headquartered in Northbrook, Illinois. The firm was founded in 1994 by Aaron Izenstark and Howard Nixon. They are a subsidiary of IRON Holdings LLC, itself is owned by IRON Financial Management, Inc. IRON Financial also provides the advisory services to individuals, high net-worth individuals, investment companies (including mutual funds), pension and profit-sharing plans (other than plan participants), charitable organizations, and corporations and other businesses. | Finance |