Neil Portus, Cfa, Cma, Cfp®

Neil Portus, Cfa, Cma, Cfp® Email and Phone Number

Serving Entrepreneurs as a Financial Advisor & CFO @ Olivehurst Advisors
Neil Portus, Cfa, Cma, Cfp®'s Location
Sacramento, California, United States, United States
Neil Portus, Cfa, Cma, Cfp®'s Contact Details

Neil Portus, Cfa, Cma, Cfp® work email

Neil Portus, Cfa, Cma, Cfp® personal email

About Neil Portus, Cfa, Cma, Cfp®

I’m inspired by the perseverance entrepreneurs show in pursuit of their dream and am focused on supporting their journey by serving them as a financial advisor (Olivehurst Advisors) & CFO (Tailored Partners).Olivehurst Advisors is a fee-only, independent fiduciary advisor focused on guiding entrepreneurial leaders in personal financial stewardship.Through Tailored Partners, I serve as a fractional CFO & strategic consultant partnering with CEOs, Boards & leadership teams to support decisions on growth, risk, fundraising & allocation through to exit.On Wall St & as a CFO, I’ve enjoyed focusing on identifying then positioning enterprises to unlock value through strategic financings & growth initiatives - working closely with leadership teams, Boards, investors & cross-functionally within organizations to communicate clearly and build engagement & alignment to achieve goals. I’ve held leadership roles at global investment banks & dynamic growth companies and am adept in corporate & startup environments with experience spanning the US, UK/EU, Asia & Africa.On Wall St, I’ve led public/private capital raises and M&A transactions to provide access to capital or realize a return on investment. As an equity analyst, I covered consumer-retail stocks at Goldman Sachs in New York, helping to lead Zipcar's $1.1 billion IPO. In total, I’ve covered over 50 leading public/private companies as an investment banker & equity analyst/associate advising on IPOs, block trades, equity raises, high yield debt financings, acquisitions & restructurings.As a CFO, I’ve brought an analytical lens to help leadership team’s understand risk & evaluate opportunities, working collaboratively to plan for & deliver on strategic initiatives. I’ve served as CFO across a range of industries during high sales growth phases, VC fundraising & an exit to PE.I’ve worked closely with Boards to advise on financial planning, value identification, investor positioning & exit strategy, preparing & presenting financial plans to support capital raises or deployment of cash towards strategic investment & hiring goals.I'm a CFA charterholder, Certified Management Accountant, CERTIFIED FINANCIAL PLANNER® professional, received my MBA from the University of South Carolina & majored in music business at Middle Tennessee State University near Nashville.Note: Olivehurst Advisors LLC is an Investment Adviser offering services in California & in other jurisdictions where exempt from registration. Please see our important Disclosure information & Privacy Policy at www.OlivehurstAdvisors.com.

Neil Portus, Cfa, Cma, Cfp®'s Current Company Details
Olivehurst Advisors

Olivehurst Advisors

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Serving Entrepreneurs as a Financial Advisor & CFO
Neil Portus, Cfa, Cma, Cfp® Work Experience Details
  • Olivehurst Advisors
    Managing Partner
    Olivehurst Advisors 2023 - Present
    • A fee-only, independent fiduciary advisor with a focus on guiding entrepreneurial leaders in personal financial stewardship.• Disclosure: Olivehurst Advisors LLC (OA) is an Investment Adviser offering services in California and in other jurisdictions where exempt from registration. “Likes” should not be considered a positive reflection of the investment advisory services offered by OA. Neil Portus is an investment adviser representative of OA. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The information presented on this page is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Comments should not be construed as an offer to buy or sell or a solicitation of an offer to buy or sell the investments mentioned.
  • Tailored Partners
    Managing Partner
    Tailored Partners 2012 - Present
    New York City, Ny, Us
    • Fractional CFO & strategic consultant partnering with CEOs, Board Members and leadership teams to support decisions on growth, risk, fundraising and allocation through to exit.• Serving bootstrapped/self-financed and venture backed companies with operations spanning the US, UK, EU and Africa and where headcounts have exceeded 75 persons across a broad range of industries - agriculture, consumer, impact investing, industrial, mobility, payments, real estate, retail, SaaS, software, trade show and transportation.
  • Webconnex
    Cfo
    Webconnex 2017 - 2022
    Sacramento, California, Us
    • Growth investment from Greylion Capital.• Webconnex is a leading provider of ticketing and events management software and integrated payments to multiple industries including non-profits, federated organizations, event organizers, conferences, fairs and festivals amongst others.
  • Lift
    Cfo
    Lift 2020 - 2021
    Copenhagen, Capital Region Of Denmark, Dk
    • Growth investment from Seed Capital (Denmark).• Lift is the #1 AI-powered B2B client retention & growth software platform.
  • Verdant Frontiers
    Cfo
    Verdant Frontiers 2017 - 2019
    Austin, Texas, Us
    • $15M raised for deployment across multiple strategies.• Verdant Frontiers is a mission-driven venture firm that designs and builds industrial scale businesses in Africa in order to drive innovation and job creation.
  • Unity Development Group
    Cfo
    Unity Development Group 2014 - 2017
    • Secured multiple letters of interest for project financing totaling $340M.• UNITY was the consortium lead for the world-class American group of companies that was in consideration for the $4 billion Central Corridor Railroad project in East Africa in order to provide Tanzania, DRC, Uganda, Rwanda and Burundi with efficient market access to accelerate regional social and economic prosperity.
  • Goldman Sachs
    Vice President | Global Investment Research
    Goldman Sachs 2009 - 2011
    New York, New York, Us
    • Completed Zipcar's $1.1 billion IPO.• Lead equity analyst covering the car rental and small cap gaming sectors.• Gaming, Gaming Technology, Lodging, Cruise, Rental Car & Restaurant sectors.
  • Barclays Capital
    Vice President | Equity Research
    Barclays Capital 2008 - 2009
    New York, Ny, Us
  • Lehman Brothers
    Vice President | Equity Research
    Lehman Brothers 2005 - 2008
    Us
    • Lead equity analyst covering the gaming technology sector - initiated coverage of IGT (International Game Technology).• Gaming, Gaming Technology, Lodging and Leisure sectors.• Promoted to Vice President.
  • U.S. Bank
    Associate | Investment Banking @ U.S. Bancorp Libra / Libra Securities
    U.S. Bank 2000 - 2005
    Minneapolis, Mn, Us
    • Closed 15 transactions totaling $1.3 billion at boutique investment bank founded by Drexel Burnham Lambert and Salomon Brothers veterans.• Deal experience spans M&A, bankruptcy, restructuring, fairness opinion, valuation analysis as well as high yield and mezzanine financings.• Gaming, Lodging and Leisure sectors.• Promoted to Associate.• U.S. Bancorp Libra was the high-yield investment banking group of U.S. Bank; later, Libra Securities was spun-off as a private firm.

Neil Portus, Cfa, Cma, Cfp® Skills

Investment Banking Equity Research Ipo Securities Equities Valuation Capital Markets Private Equity Financial Modeling Trading Hedge Funds Mergers And Acquisitions Portfolio Management Asset Management Emerging Markets Bonds Bloomberg Fixed Income Investments Financial Markets Derivatives High Yield Alternative Investments Leveraged Finance Structured Finance Corporate Finance Electronic Trading Venture Capital Lbo

Neil Portus, Cfa, Cma, Cfp® Education Details

  • University Of South Carolina Darla Moore School Of Business
    University Of South Carolina Darla Moore School Of Business
    Mba
  • Middle Tennessee State University (Mtsu)
    Middle Tennessee State University (Mtsu)
    Recording Industry Management

Frequently Asked Questions about Neil Portus, Cfa, Cma, Cfp®

What company does Neil Portus, Cfa, Cma, Cfp® work for?

Neil Portus, Cfa, Cma, Cfp® works for Olivehurst Advisors

What is Neil Portus, Cfa, Cma, Cfp®'s role at the current company?

Neil Portus, Cfa, Cma, Cfp®'s current role is Serving Entrepreneurs as a Financial Advisor & CFO.

What is Neil Portus, Cfa, Cma, Cfp®'s email address?

Neil Portus, Cfa, Cma, Cfp®'s email address is nw****@****hoo.com

What schools did Neil Portus, Cfa, Cma, Cfp® attend?

Neil Portus, Cfa, Cma, Cfp® attended University Of South Carolina Darla Moore School Of Business, Middle Tennessee State University (Mtsu).

What are some of Neil Portus, Cfa, Cma, Cfp®'s interests?

Neil Portus, Cfa, Cma, Cfp® has interest in Poverty Alleviation.

What skills is Neil Portus, Cfa, Cma, Cfp® known for?

Neil Portus, Cfa, Cma, Cfp® has skills like Investment Banking, Equity Research, Ipo, Securities, Equities, Valuation, Capital Markets, Private Equity, Financial Modeling, Trading, Hedge Funds, Mergers And Acquisitions.

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