Catherine Portner Email & Phone Number
Wealth Advisor | Co-Founder, 1889 Legacy Group @ Folger Nolan Fleming Douglas Incorporated
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Catherine Portner Location
- Washington, DC, US
Catherine Portner Work
- Wealth Advisor | Co-Founder, 1889 Legacy Group @ (February 2025 - Present)
- Financial Advisor @ (November 2019 - February 2025)
- President and Co-Founder @ (May 2012 - December 2018)
- Conference and Events Manager, Courtesy Associates @ (September 2007 - August 2010)
Catherine Portner Education
- Babson F.W. Olin Graduate School of Business
Masters of Business Administration (MBA)
2010-2012 - Boston College
Bachelor of Science (B.S.) (Molecular Biology)
2001-2005
Catherine Portner Skills
- Business Exit Planning
- Business Exit Strategies
- Business Succession Planning
- Family Legacy Planning
- Financial Strategies for Women
- Holistic Goals based planning approach
- Investing for Women
- Negotiation
- Event Planning
- Business Planning
- Marketing Communications
- Entrepreneur
- Hospitality
- Blogging
- Event Management
- Research
- Analysis
- Marketing
- Market Research
- Public Relations
- Sales
- Sponsorship
- Leadership
- Public Speaking
- Entrepreneurship
- Budgets
- Social Media Marketing
- Business Development
- Food
- Pricing
- Brand Management
- Social Media
- Startups
- Marketing Strategy
- Project Management
Catherine Portner Summary
- Catherine Portner, based in Washington, DC, US, is currently a Wealth Advisor | Co-Founder, 1889 Legacy Group at Folger Nolan Fleming Douglas Incorporated. Catherine Portner brings experience from previous roles at Merrill Lynch Wealth Management, Portner Brewhouse and Smithbucklin. Catherine Portner holds a 2010 - 2012 Masters of Business Administration (MBA) @ Babson F.W. Olin Graduate School of Business. With a robust skill set that includes Business Exit Planning, Business Exit Strategies, Business Succession Planning, Family Legacy Planning, Financial Strategies for Women and more. Catherine Portner has 4 emails and 2 mobile phone numbers on RocketReach.
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