John Portelli Email

Director - Investments @ LOM Financial Group - Wealth Management

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John Portelli's Location

Bermuda

John Portelli's Work

Director - Investments @ LOM Financial Group - Wealth Management
Senior Vice President @ LOM Financial Group - Wealth Management
Vice President - Investments @ LOM Financial Group - Wealth Management

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Assistant Vice President - Investments @ LOM Financial Group - Wealth Management
Financial Advisor @ LOM Financial Group - Wealth Management
Senior Investment Associate @ Scotiabank
VIP Client Relationship Manager @ Royal Trust
Investment and Marketing Associate @ Midland Walwyn

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John Portelli's Education

Ryerson University
(Business Management)

John Portelli's Skills

Customized Portfolio Creation
Professional Financial Planning
Options Strategies

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Captive Management Solutions
Trust & Estate Investment Planning
Investments
High Net Worth Individuals
Mutual Funds
Hedge Funds
Finance

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John Portelli's Summary

John Portelli, based in Bermuda, is currently a Director - Investments at LOM Financial Group - Wealth Management, bringing 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 contributes valuable insights to the industry. John Portelli has 2 emails on RocketReach.

John Portelli Email Address

Found 2 email address listings:

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