Travis Henry

Energizer
DISC Type : I

Managing Director, Wealth Advisor, Founder of TRUE Culture Fund at Cresset

Miami-Fort Lauderdale Area, United States

Overview

Travis Henry is a Managing Director and Wealth Advisor at Cressets Sports & Entertainment division, specializing in guiding high-profile families and entrepreneurs through sudden wealth. A Yale University political science graduate, his background includes roles at Morgan Stanley and Creative Artists Agency, where he supported top NFL agents.

As a former athlete, Travis was a four-year letterman and All-Ivy League football player at Yale, contributing to their 2006 championship win. He is a passionate advocate for financial literacy and dedicated time at Yale to mentoring underserved youth, an interest he continues through his professional work.

Unique fact: Travis leverages his experience as a former Ivy League championship football player to advise the next generation of professional athletes.

Personality Overview

Big Picture Person

Informal

Full Of Energy

They excel at seeing the bigger picture, and the long-term impact of their decisions.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Athlete Wealth Management
Advises professional athletes and entertainers on navigating complex financial challenges, drawing from his background at Creative Artists Agency and as a former collegiate athlete.
Social Impact
Co-founded the TRUE Culture Fund to enhance philanthropic contributions and is an advocate for diversity in tech and venture capital.
Youth Mentorship
Organized and led mentoring programs for local underserved youth while attending Yale University.

Media Appearances

Travis has no verified media appearances

Work History

Managing Director, Wealth Advisor, Founder of TRUE Culture Fund at Cresset
Finance & Operations Lead at The Human Diagnosis Project
Investment Analyst at Morgan Stanley
Agent Intern at Creative Artists Agency

Education

2006 - 2010
BA from Yale University
2002 - 2006
Education details unavailable from Pine Crest School

More Information

Social Presence :

Prographics :

Exp : N/A Location : Miami-Fort Lauderdale Area, United States Job Level : Leadership Designation : Managing Director, Wealth Advisor, Founder of TRUE Culture Fund at Cresset
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Insights For Selling To Travis

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Invite them for a lunch or a drink/coffee
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid overloading them with too much detail
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Travis is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Travis

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Travis move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Travis take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Travis

Personality Compatibility


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