As an independent registered investment advisory (RIA) firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios.
About the Founder And CEO
Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.
Jeff grew up in a small town in northern Wisconsin. His father owned a 10-lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a “devil dog” of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.
He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.
About the Portfolio ManagerS
Udayan Mitra, CFA
Udayan Mitra, CFA, comes to Trajan Wealth with over two decades of experience in the investment management industry. He has held positions as a proprietary trader, senior portfolio manager, Investment Director, and CIO across institutional investment management firms, pension funds, and several large, institutional-class family offices. His specialties include equity and fixed income analysis, derivative markets, alternative investments, asset allocation, and macro-level investment decision making.
Udayan has managed investment portfolios on a long-only basis against benchmark indexes as well as on an absolute return basis to generate uncorrelated excess returns. Udayan also has developed innovative asset allocation frameworks to optimize risk-adjusted returns, as well as derivative overlay strategies to mitigate unanticipated downside risk.
Udayan earned a Bachelor of Science degree in Economics from the London School of Economics and an MBA in Finance from Rice University. He is also a CFA charter holder. A keen student of the financial markets and a firm believer in long-term investing, Udayan enjoys immersing himself in Bloomberg, researching ongoing developments across the global capital markets. He also enjoys presenting at industry conferences. On the lighter side of life, Udayan is an ardent soccer aficionado and enjoys fine wine, music, and international travel.
About the Portfolio ManagerS
David Busch, CFA
David Busch, CFA, comes to Trajan Wealth with over two decades of experience in the investment management industry. He has held positions as a Senior Fixed Income Portfolio Manager, Fixed Income Portfolio Director, and Head of Corporate Investments. His specialties include equity and fixed-income analysis, derivative markets, alternative investments, security selection, and macro-level investment decision-making. David has managed investment portfolios primarily for institutions, including multi-billion-dollar fixed-income portfolios, equities, alternative investments, and derivatives.
David earned a BA in Accounting from New Mexico Highlands University. He is also a CFA charter holder. David enjoys analyzing capital markets, researching relative value opportunities, and developing investment strategies. When not immersed in the financial markets, David enjoys spending time with his family, volunteering in the community, and is an avid football fan.
“OVER COMMIT TO SOLVE OTHER PEOPLES PROBLEMS. REGARDLESS OF OUR TITLE, IT'S ALL ABOUT HELPING YOUR FELLOW EMPLOYEE, CLIENT OR PROSPECT. ”
– Jeff Junior