Michelle Connell CFA
About
Michelle Connell CFA is from Dallas-Fort Worth Metroplex. Michelle is currently Owner/President at Portia Capital Management, LLC, located in Fort Worth, Texas, United States. In Michelle's previous role as a Vice President, Portfolio Manager at Talon Asset Management, LLC Chicago, Il, Michelle worked in until Jan 2009. Prior to joining Talon Asset Management, LLC Chicago, Il, Michelle was a Vice President, Senior Portfolio Manager at Wells Fargo Private Client Services and held the position of Vice President, Senior Portfolio Manager. Prior to that, Michelle was a Portfolio Manager, Analyst at Rice, Hall, James from Jan 1995 to Jan 1999.
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Michelle Connell CFA's current jobs
Portia Capital Management, LLC is a registered Investment Advisory firm specializing in the investments of foundations, charities and high-net worth individuals with an established client base in Texas and Louisiana. Michelle Connell, the President/Owner of Portia Capital Management is skilled in alternative assets, including private debt and equity, as well as publically-traded securities. ✉ MConnell@Portia-Capital.com 📱 619-481-0379