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
- 2023 -now Managing Director @
- 2021 -2023 Vice President and Head of Office @ United Capital Financial Advisors, A Goldman Sachs Company
- 2009 -2021 Portfolio Manager and Financial Advisor @ Harbor Capital Management, Inc.
- 1989 -2009 Pilot @
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 1 mobile phone numbers on RocketReach.
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Top United Capital Financial Advisors, LLC Employees
Brian McDowell
Chief Investment Officer
Denver, CO, US
David Pilaitis
Managing Director
West Deptford, NJ, US
Will Kelly
Managing Director
Lutherville-Timonium, MD, US
Terri Ward
Managing Director and Wealth Advisor
Nashville, TN, US
Frank Salb
Chief Investment Officer
Kansas City, MO, US
Ryan Bergmann
Managing Director
Reston, VA, US
Cliff Porter
Managing Director
Charlotte, NC, US
Sonja Larimore
Chief Compliance Officer
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
Ted Baker
Managing Director
Moline, IL, US
Charlie York
Managing Director
Washington, DC, US
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