Our Story
Privately owned and independently operated, our only motivation is to create a home for individuals and families seeking trusted financial guidance uniquely designed for you.
Travis Weitz, CFA ®
Chief Investment Officer, Partner
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From 2000-2018, Travis worked as a senior portfolio manager and research analyst at Register Financial. In addition to working with clients, his role at Register included doing hands-on fundamental research on small cap companies, primarily in the Southeast. He met with hundreds of management teams across various industries which taught him the most important metrics to analyze in each industry.
During his time at Register, he was quoted in the Atlanta Journal-Constitution related to various local companies he followed. Travis received his CFA® charter in 2004 and has been a member of the CFA Society Atlanta since that time. He has also held the Series 7, 63, 86, and 87 licenses. He received his bachelor's degree in Psychology from the University of Texas at Austin. An Atlanta native, Travis currently resides in the North Buckhead area with his wife and two daughters.
Ryan Malec
Partner
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He believes both offer perspective on the gravity of an advisor’s relationship to a client’s long-term financial wellbeing but also more fully expresses an advisor’s commitment to doing what’s right for the client. Ryan brings both technical expertise and personal experience in understanding the wealth management business and how to best deliver meaningful solutions to clients.
Before starting Unified Investment Management with Travis, Ryan worked for Mercer Advisors for a little over a year via an acquisition of ACG Wealth where he had worked for 5 years. Prior to ACG wealth, Ryan worked as an advisor for 8 years at Fidelity Investments. He graduated from The Citadel with a Bachelor of Business Administration and later received a Master’s degree in Personal Financial Planning from Georgia State’s Robinson College of Business. Ryan currently resides in Roswell with his wife and three children.
Aimee Johnson
OPERATIONS MANAGER
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With a 25-year tenure in the financial sector, Aimee's expertise covers various roles and organizations. She started her career as a Branch Manager at a community bank in Lawrenceville, GA, before transitioning into the investment world with positions at Merrill Lynch and UBS. In these roles, she honed her skills in client services and office operations as a Registered Assistant. Prior to joining Unified, Aimee worked at Register Financial Associates from 2005 to 2019, where she not only managed compliance oversight but also contributed significantly to other operational aspects of the firm.
Aimee can be contacted at Aimee@unifiedim.com or 404-942-2105
The Backstory
Ryan and Travis began working together at ACG Wealth in 2018 after long careers in the wealth management industry. Travis was hired by ACG Wealth as the Chief Investment Officer (CIO) to bring structure and process to ACG’s equity and ETF strategies, and ultimately improve and actively manage these strategies for the firm’s clients. Ryan’s background had been on the client facing side as a wealth advisor. Throughout his career, Ryan noticed most firms were focused on providing valuable services in the retirement planning, tax management and estate planning areas, but none seemed to want to put any meaningful effort into managing investments.
Shortly after joining ACG, Travis began having long discussions with Ryan about which internal investment strategies not only resonated well with clients but also had the greatest potential to outperform the markets. Together, they have crafted an investment offering that consists only of strategies they consider to be the cornerstone of effective portfolio management. In fact, Travis and Ryan noticed a common theme when speaking with sophisticated prospects and clients: they wanted something more than the simple asset allocation ETF models offered at many wealth management firms.
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