Neil Portus, Cfa, Cma, Cfp® Email and Phone Number
Neil Portus, Cfa, Cma, Cfp® work email
- Valid
- Valid
Neil Portus, Cfa, Cma, Cfp® personal email
- Valid
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.
-
Managing PartnerOlivehurst 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. -
Managing PartnerTailored Partners 2012 - PresentNew 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. -
CfoWebconnex 2017 - 2022Sacramento, 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. -
CfoLift 2020 - 2021Copenhagen, Capital Region Of Denmark, Dk• Growth investment from Seed Capital (Denmark).• Lift is the #1 AI-powered B2B client retention & growth software platform. -
CfoVerdant Frontiers 2017 - 2019Austin, 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. -
CfoUnity 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. -
Vice President | Global Investment ResearchGoldman Sachs 2009 - 2011New 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. -
Vice President | Equity ResearchBarclays Capital 2008 - 2009New York, Ny, Us -
Vice President | Equity ResearchLehman Brothers 2005 - 2008Us• 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. -
Associate | Investment Banking @ U.S. Bancorp Libra / Libra SecuritiesU.S. Bank 2000 - 2005Minneapolis, 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
Neil Portus, Cfa, Cma, Cfp® Education Details
-
University Of South Carolina Darla Moore School Of BusinessMba -
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial