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 2 mobile phone numbers on RocketReach.
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