Portfolio Advisors
Industry: Capital market company
DescriptionFounded: 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
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Portfolio Advisors Employees
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
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
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
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
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
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
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
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
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
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
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