Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Travis Pruit

Beaverton

Summary

Accomplished investment leader with expertise in endowment and foundation strategy, previously at Mercer. Spearheaded growth in delegated platforms, enhancing client outcomes through innovative portfolio solutions. Skilled in capital markets research and executive collaboration, driving strategic initiatives and fostering partnerships. Proven track record in delivering measurable results and aligning investment strategies with institutional missions.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Partner, US OCIO Head of Client Portfolio Office

Mercer
Portland
02.2024 - Current
  • Lead strategic delivery of investment solutions for Mercer’s large and complex delegated/OCIO clients, specializing in custom portfolio design aligned with not-for-profit institutional missions.
  • Ensure consistency in the delivery of Mercer’s best thinking and alignment with specific client objectives and constraints.
  • Integral member of national leadership team focused on client delivery and long-term business growth, including integration of acquired teams.

Principal & Senior Investment Consultant

Mercer
Portland
08.2013 - Current
  • Advisor to top institutional clients with endowment model portfolios at over $4 billion in AUM/AUA; specialized in investment policy, asset allocation, and manager search, always tailored to philanthropic and endowment goals.

Partner, US Delegated Not-for-Profit Business Leader

Mercer
Portland
07.2014 - 02.2024
  • Grew Mercer’s delegated investment platform for endowments and foundations. Established thought leadership, integrated advisory, and client-first strategy delivering measurable outcomes. Directed innovation and strategic proposition for Pavilion, A Mercer Practice. Forged partnerships with leading institutions and expanded Mercer’s influence in the not-for-profit sector.

Senior Institutional Advisor / Co-Chief Investment Officer

Arnerich Massena, Inc.
Portland
09.1999 - 05.2013
  • Provided strategic investment counsel to endowments, foundations, and retirement plans. As Co-CIO, led firmwide investment direction and capital market assumptions. Key architect of quarterly market analysis and client education.

Senior Analyst / Director of Analytics

Arnerich Massena, Inc.
Portland
09.1999 - 08.2001
  • Directed research and analytics for asset allocation solutions, supporting both clients and internal strategy with technical and market expertise.

Investment Analyst

Copper Mountain Trust
Portland
01.1995 - 01.1999
  • Managed institutional investment analysis and portfolio design for discretionary clients, specializing in manager research and pooled/individual mandates.

Education

Bachelor of Science - Business – Finance

Oregon State University
Corvallis, OR
01.1992

Skills

  • Endowment & Foundation Investment Strategy
  • OCIO Model Development & Portfolio Oversight
  • Alternative Investments & Diversification Solutions
  • Board Engagement & Fiduciary Education
  • Team Leadership & Executive Collaboration
  • Capital Markets Research & Insights
  • Client delivery

Certification

Chartered Financial Analyst (CFA)

Timeline

Partner, US OCIO Head of Client Portfolio Office

Mercer
02.2024 - Current

Partner, US Delegated Not-for-Profit Business Leader

Mercer
07.2014 - 02.2024

Principal & Senior Investment Consultant

Mercer
08.2013 - Current

Senior Institutional Advisor / Co-Chief Investment Officer

Arnerich Massena, Inc.
09.1999 - 05.2013

Senior Analyst / Director of Analytics

Arnerich Massena, Inc.
09.1999 - 08.2001

Investment Analyst

Copper Mountain Trust
01.1995 - 01.1999

Bachelor of Science - Business – Finance

Oregon State University

Similar Profiles

CREATE PROFILE