John Portelli Email and Phone Number
John Portelli work email
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John Portelli personal email
I help clients create and implement investment strategies that address a number of financial needs. Working with Family Office, High Net Worth, Ultra High Net Worth, Trusts and Captive clients, we focus on long term, sustainable and profitable client outcomes through time-tested investment disciplines.
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Director - InvestmentsLom Financial Group - Wealth Management Jan 2019 - PresentBermuda -
Senior Vice PresidentLom Financial Group - Wealth Management Dec 2017 - Jul 2019Bermuda
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Vice President - InvestmentsLom Financial Group - Wealth Management Jan 2015 - Dec 2017Bermuda
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Assistant Vice President - InvestmentsLom Financial Group - Wealth Management Dec 2012 - Jan 2015Bermuda
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Financial AdvisorLom Financial Group - Wealth Management Mar 2010 - Dec 2012BermudaLOM (Holdings) Limited is publicly traded on the Bermuda Stock Exchange (symbol: LOM BH) and is the parent to all operating companies under the LOM Group of Companies. The consolidated group is debt-free, has shareholder equity of $20 million and has nearly $1 Billion in Assets Under Administration (AUM).Since 1992, LOM has been providing a full-range of investment and financial services to its high net worth clientele around the world. Through its asset management division, LOM also provides discretionary investment management, research and administration of several LOM funds. LOM has been a member of the Bermuda Stock Market since 1995 and currently has offices in Bermuda, Bahamas and London.
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Senior Investment AssociateScotiamcleod Nov 2000 - Aug 2008Toronto, Canada Area -
Vip Client Relationship ManagerRoyal Trust (Royal Bank Of Canada) 1998 - 2000Toronto, Canada Area -
Investment And Marketing AssociateMidland Walwyn 1995 - 1998Toronto, Canada Area
John Portelli Skills
John Portelli Education Details
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Business Management
Frequently Asked Questions about John Portelli
What company does John Portelli work for?
John Portelli works for Lom Financial Group - Wealth Management
What is John Portelli's role at the current company?
John Portelli's current role is Director - Investments at LOM Financial (Bermuda) Ltd..
What is John Portelli's email address?
John Portelli's email address is jo****@****lom.com
What schools did John Portelli attend?
John Portelli attended Ryerson University.
What are some of John Portelli's interests?
John Portelli has interest in Education.
What skills is John Portelli known for?
John Portelli has skills like Investments, Portfolio Management, Finance, Equities, Asset Management, Wealth Management, Trading, Investment Management, Options Strategies, Mutual Funds, High Net Worth Individuals, Hedge Funds.
Who are John Portelli's colleagues?
John Portelli's colleagues are Ivan Efimenko, Ihab Azab, Haerunas Akadir, Tracey Thompson, Mica, Cams, Aiden Lines, Lana Mendes, Jason Chlup.
Not the John Portelli you were looking for?
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John Portelli
Executive Manager Corporate Planning At Bridgestone Mining Solutions Australia Pty LtdSydney, Nsw2fennerdunlop.com.au, mitsui.com -
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John Portelli
Belmar, Nj -
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