Will Porter

Will Porter Email and Phone Number

Investment Advisor at Brasada Capital Management @ Brasada Capital Management
Will Porter's Location
Houston, Texas, United States, United States
Will Porter's Contact Details

Will Porter personal email

n/a
About Will Porter

I am a seasoned professional with 12 years of high-level experience in Wealth Management. In that time, I have learned a great deal about investment management, credit underwriting, risk management, sales, strategic revenue growth and client service as well as executing deliverables, meeting deadlines, teamwork and leadership. I’m passionate about building real relationships with my clients to understand their life goals and then tailoring a smart financial plan to meet them.

Will Porter's Current Company Details
Brasada Capital Management

Brasada Capital Management

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Investment Advisor at Brasada Capital Management
Website:
brasadacapital.com
Employees:
11
Will Porter Work Experience Details
  • Brasada Capital Management
    Investment Advisor
    Brasada Capital Management Apr 2024 - Present
    Houston, Texas, United States
    View
  • City National Bank
    Vice President
    City National Bank May 2020 - Oct 2023
    New York, New York, United States
    View
  • J.P. Morgan Private Bank
    Vice President
    J.P. Morgan Private Bank Feb 2020 - May 2020
    Greater New York City Area
    View
  • J.P. Morgan Private Bank
    Associate
    J.P. Morgan Private Bank Apr 2016 - Feb 2020
    View
  • J.P. Morgan Private Bank
    Analyst
    J.P. Morgan Private Bank Jun 2014 - Apr 2016
    New York, New York, United States
    View
  • Chase
    Personal Banker
    Chase Dec 2012 - May 2014
    New York, New York
    View

Will Porter Skills

Microsoft Excel Microsoft Office Customer Service Sales Analysis Social Media Leadership

Will Porter Education Details

Frequently Asked Questions about Will Porter

What company does Will Porter work for?

Will Porter works for Brasada Capital Management

What is Will Porter's role at the current company?

Will Porter's current role is Investment Advisor at Brasada Capital Management.

What is Will Porter's email address?

Will Porter's email address is wi****@****gan.com

What schools did Will Porter attend?

Will Porter attended University Of Wisconsin-Madison.

What skills is Will Porter known for?

Will Porter has skills like Microsoft Excel, Microsoft Office, Customer Service, Sales, Analysis, Social Media, Leadership.

Who are Will Porter's colleagues?

Will Porter's colleagues are Kobe Calderone, David Shahrestani, Cfa, Jennifer Taylor, Karen Grimaldo, Tien San Lucas.

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