Cliff Porter Email & Phone Number
Managing Director @ United Capital Financial Advisors, LLC
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Cliff Porter Location
- Charlotte, NC, US
Cliff Porter Work
- Managing Director @ (November 2023 - Present)
- Vice President and Head of Office @ United Capital Financial Advisors, A Goldman Sachs Company (March 2021 - November 2023)
- Portfolio Manager and Financial Advisor @ Harbor Capital Management, Inc. (July 2009 - March 2021)
- Pilot @ (May 1989 - June 2009)
Cliff Porter Education
- Virginia Military Institute
BA (Economics)
1985-1989
Cliff Porter Skills
- Financial Advisory
- Fixed Annuities
- Small Business
- Strategic Financial Planning
- Piloting
- Operational Planning
- Aircraft
- Analysis
- Military
- Portfolio Management
- Financial Reporting
- Strategic Financial
- Economics
- Risk Management
- Organizational
- Sales
- Organizational Leadership
- Investments
- Retirement Planning
- Air Force
- Asset Management
- Strategy
- Asset Allocation
- Asset Managment
- Investment Strategies
Cliff Porter Summary
- Cliff Porter, based in Charlotte, NC, US, is currently a Managing Director at United Capital Financial Advisors, LLC. Cliff Porter brings experience from previous roles at United Capital Financial Advisors, A Goldman Sachs Company, Harbor Capital Management, Inc. and USMC. Cliff Porter holds a 1985 - 1989 BA in Economics @ Virginia Military Institute. With a robust skill set that includes Financial Advisory, Fixed Annuities, Small Business, Strategic Financial Planning, Piloting and more. Cliff Porter has 1 emails and 2 mobile phone numbers on RocketReach.
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Top United Capital Financial Advisors, LLC Employees
Frank Salb
Chief Investment Officer
Kansas City, MO, US
Ryan Bergmann
Managing Director
Reston, VA, US
Eric Hutchinson
Managing Director
Little Rock, AR, US
Cliff Porter
Managing Director
Charlotte, NC, US
Sonja Larimore
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La Mesa, CA, US
Garth Scrivner
Managing Director
Albuquerque, NM, US
Craig Jaffe
Managing Director
Boca Raton, FL, US
Quinn McElwee
Managing Director
Fort Collins, CO, US
Robert Brown
Managing Director
New York, NY, US
Peter Vargas
Chief Executive Officer
New York, NY, US
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