Portfolio Advisors

Industry: Capital market company

Description

Founded: 1994 CFO: Lauren Johnson (Corporate) Chief compliance officer: Dan Dwyer SVPs: Michael Chen, Chris Choi (Asia), John Fagan, Managing directors: Brian Murphy, William Indelicato, VPs: Al Buchetto, John Graham, Tim Henn, Michael Jenson (U.s.), Christian Peiffer, Alexander von Wolffradt (Europe), Weibo Xiong

Portfolio Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Portfolio Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Portfolio Advisors Salaries. You can even request information on how much does Portfolio Advisors pay if you want to. Learn about salaries, pros and cons of working for Portfolio Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

15 Portfolio Advisors employees in database. Find out everything there's to know about Portfolio Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Portfolio Advisors Employees

Employee
Years
Job
Industry
Dustin Smith, CFP® Dustin Smith, CFP® Fresno, California Area Details
Dustin Smith, CFP®'s Portfolio Advisors Experience January 2004 - January 2007
Job Financial Planner / Vice President at Pathways Advisory Group, Inc.
Industry Financial Services
Experience
Pathways Advisory Group, Inc.   January 2014 - Present
Pathways Advisory Group, Inc.   January 2007 - Present
Bulldog Foundation   March 2006 - Present
New Covenant Community Church  January 2004 - Present
Financial Planning Assocation   January 2003 - Present
Bulldog Foundation   March 2006 - March 2009
Portfolio Advisors   January 2004 - January 2007
Financial Planning Association of Central California   January 2006 - December 2006
Portfolio Advisors   January 2003 - January 2006
Portfolio Advisors   September 2002 - January 2003

Skills
Retirement Planning, Financial Planning, Insurance Planning, Estate Planning, Wealth Management, Portfolio Management, Asset Allocation, Investment Advisory, Saving for Education, Cash Flow, Social Security Planning, Tax Planning

Education
California State University, Fresno   1999 — 2003
Bachelor's Degree, Financial Planning

Saint Mary's College of California   1997 — 1999

Del Norte High School   1994 — 1997
High School

Anna Kadlof Anna Kadlof Fairfield, Connecticut Details
Anna Kadlof's Portfolio Advisors Experience September 2013 - Present
Job Analyst for Portfolio Advisors
Industry Financial Services
Experience
Portfolio Advisors   September 2013 - Present
Sacred Heart University  January 2010 - May 2013
Merrill Lynch  September 2012 - December 2012
Nine West  August 2007 - January 2011

Skills
Project Management, Microsoft Word, Microsoft Excel

Education
Sacred Heart University   2009 — 2013
Bachelor's degree, Economics; Mathematics

David Williamson, CFP® David Williamson, CFP® Fresno, California Details
David Williamson, CFP®'s Portfolio Advisors Experience January 1990 - January 2007
Job Owner, Pathways Advisory Group, Inc.
Industry Financial Services
Experience
Pathways Advisory Group, Inc.   April 1984 - Present
Portfolio Advisors   January 1990 - January 2007
Financial Advisory Associates, Inc.   1985 - 1990

Skills
Financial Planners, Retirement Planning, Asset Allocation, Investments, Estate Planning, Strategic Financial..., Portfolio Management, Mutual Funds, Retirement, Financial Advisory, Small Business, Investment Advisory, Wealth Management, Tax, Chess, Investment Strategies

Education
California State University-Fresno   1978 — 1980
MA, Psychology

Pennsylvania State University   1967 — 1971
BA, Psychology

AJ Somers AJ Somers Greater New York City Area Details
AJ Somers's Portfolio Advisors Experience January 2012 - July 2013
Job Investment Professional at Arrowpoint Partners
Industry Investment Management
Experience
Arrowpoint Partners  May 2015 - Present
Fortress Investment Group  June 2014 - August 2014
Clayton Dubilier & Rice  February 2014 - May 2014
Portfolio Advisors   January 2012 - July 2013
Portfolio Advisors   September 2010 - December 2011
Citi  June 2008 - August 2010
Citi  June 2007 - August 2007

Skills
Private Equity, Economics, Financial Modeling, Portfolio Management, Investment Banking, Investments, LBO, Valuation, DCF, Corporate Finance, Alternative Investments, Mergers & Acquisitions, Equities, Fixed Income, Financial Analysis, Due Diligence, Business Analysis, Business Strategy, Banking, Capital Markets, Finance, Asset Management

Education
Columbia University - Columbia Business School   2013 — 2015
Master of Business Administration (MBA)

Duke University   2004 — 2008
B.S., Economics

Millburn High School   2000 — 2004

Rachel March Rachel March State College, Pennsylvania Details
Rachel March's Portfolio Advisors Experience May 2014 - Present
Job intern at CollegeCFO
Industry Insurance
Experience
portfolio advisors   May 2014 - Present
CollegeCFO   October 2013 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Public Speaking, Budgets, C++, VBA, Actuarial Science

Education
Penn State University   2012 — 2015
Bachelor of Science (B.S.), Statistics and Actuarial Science

Marywood University   2011 — 2012

Ryan Butler Ryan Butler Greenwich, Connecticut Details
Ryan Butler's Portfolio Advisors Experience July 2005 - Present
Job Managing Director at Portfolio Advisors
Industry Investment Management
Experience
Portfolio Advisors   July 2005 - Present
Deutsche Bank  January 2001 - June 2005
PricewaterhouseCoopers  October 1998 - January 2001

Skills
Alternative Investments, Due Diligence, Corporate Finance, Valuation, Financial Modeling, Venture Capital, Investments, Private Equity, Asset Management, Portfolio Management, Capital Markets, Investment Banking, Equities

Education
Lehigh University   1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance

Igor DaCosta Igor DaCosta Greater New York City Area Details
Igor DaCosta's Portfolio Advisors Experience December 2013 - Present
Job Managing Director at Portfolio Advisors
Industry Investment Management
Experience
Portfolio Advisors   December 2013 - Present
Credit Suisse  August 2001 - December 2013
DLJ  July 1997 - 2001
Bankers Trust  1993 - 1995

Skills
Investments, Business Development, Investment Banking, High Yield, Business Strategy, Capital Markets, Corporate Finance, Hedge Funds, Mutual Funds, Private Equity, Valuation

Education
Harvard Business School   1996 — 1998

Georgetown University   1989 — 1993
BSBA

Georgetown University - The McDonough School of Business   1989 — 1993
BSBA

St. Julian's   1974 — 1988

Andrew Donnantuono Andrew Donnantuono Charlottesville, Virginia Details
Andrew Donnantuono's Portfolio Advisors Experience January 2012 - October 2012
Job MBA Candidate at University of Virginia Darden School of Business
Industry Higher Education
Experience
KBW  January 2015 - June 2015
KBW  November 2012 - December 2014
Portfolio Advisors   January 2012 - October 2012
Portfolio Advisors   August 2010 - December 2011
Citigroup  June 2009 - August 2009

Skills
Equity Research, Financial Analysis, Portfolio Assessment, Private Equity, Due Diligence, Statistics

Education
University of Virginia Darden School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

Georgetown University   2007 — 2010
A.B., Economics

Middlebury College   2006 — 2007
Economics

Eric Staub Eric Staub Greater New York City Area Details
Eric Staub's Portfolio Advisors Experience January 2014 - Present
Job Senior Vice President at Portfolio Advisors
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors   January 2014 - Present
Credit Suisse  August 2001 - December 2013
Heller Financial  July 1997 - August 1999
Deloitte & Touche  August 1994 - July 1997

Skills
Alternative Investments, Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Private Equity, Underwriting, Valuation, Finance

Education
The University of Chicago Booth School of Business   1999 — 2001
MBA, Finance

University of Notre Dame   1990 — 1994
BBA, Accounting

Joshua Posner Joshua Posner New York, New York Details
Joshua Posner's Portfolio Advisors Experience July 2014 - Present
Job Associate General Counsel
Industry Higher Education
Experience
Portfolio Advisors   July 2014 - Present
Schulte Roth & Zabel LLP  June 2012 - June 2014
Dewey & LeBoeuf  January 2012 - June 2012
Kings County District Attorneys Office  August 2010 - December 2011

Skills
Corporate Law, Legal Research, Legal Advice, Corporate Governance, Legal Writing, Private Equity, Civil Litigation, Commercial Litigation, Mergers & Acquisitions, Investments, Real Estate, Leather Jackets

Education
University of Florida - Fredric G. Levin College of Law   2007 — 2010
Doctor of Law (J.D.)

University of Virginia   2000 — 2004
B.A., Economics

Alex Serebransky Alex Serebransky Pelham, New York Details
Alex Serebransky's Portfolio Advisors Experience May 2013 - August 2013
Job Sports Writer at Duke Chronicle
Industry
Experience
Duke Chronicle  May 2014 - Present
RBC Capital Markets  June 2015 - August 2015
Halcyon Asset Management  June 2014 - August 2014
Duke Chronicle  August 2013 - April 2014
Portfolio Advisors   May 2013 - August 2013

Skills
Microsoft Excel, PowerPoint

Education
Duke University   2012 — 2016

Similar Companies