John Portelli Email & Phone Number
Director - Investments @ LOM Financial Group - Wealth Management
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John Portelli Location
- Bermuda
John Portelli Work
- Director - Investments @ (January 2019 - Present)
- Senior Vice President @ (December 2017 - July 2019)
- Vice President - Investments @ (January 2015 - December 2017)
- Assistant Vice President - Investments @ (December 2012 - January 2015)
- Financial Advisor @ (March 2010 - December 2012)
- Senior Investment Associate @ (November 2000 - August 2008)
- VIP Client Relationship Manager @ (January 1998 - January 2000)
- Investment and Marketing Associate @ Midland Walwyn (January 1995 - January 1998)
John Portelli Education
- Ryerson University
(Business Management)
John Portelli Skills
- Customized Portfolio Creation
- Professional Financial Planning
- Options Strategies
- Captive Management Solutions
- Trust & Estate Investment Planning
- Investments
- High Net Worth Individuals
- Mutual Funds
- Hedge Funds
- Finance
- Capital Markets
- Equities
- Portfolio Management
- Banking
- Trusts
- Trading
- Private Equity
- Wealth Management
- Asset Management
- Investment Management
- Trust and Estate Investment Planning
John Portelli Summary
- John Portelli, based in Bermuda, is currently a Director - Investments at LOM Financial Group - Wealth Management. John Portelli brings experience from previous roles at LOM Financial Group - Wealth Management. John Portelli holds a Ryerson University. With a robust skill set that includes Customized Portfolio Creation, Professional Financial Planning, Options Strategies, Captive Management Solutions, Trust & Estate Investment Planning and more. John Portelli has 2 emails and 1 mobile phone numbers on RocketReach.
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