Michelle Connell Email & Phone Number
Owner and President @ Portia Capital Management, LLC
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Michelle Connell Location
- Texas, United States
Michelle Connell Work
- 2017 -now Owner and President @
- 2015 -now Adjunct Professor for Naveen Jindal School of Management @
- 2015 -2016 Managing Director @ Castle Hill Advisors, LLC
- 2011 -2013 Vice Chair of Investment Committee @ Asset Management Advisors
- 2011 -2011 Partner @ Innovator VC Due Diligence
- 2009 -2010 Vice President, Investment Advisor @
- 2007 -2009 Vice President, Portfolio Manager @ Talon Asset Management, LLC Chicago, Il
- 2003 -2007 Vice President, Financial Advisor @ UBS San Diego, CA
- 1999 -2003 Vice President, Senior Portfolio Manager @
- 1995 -1999 Portfolio Manager, Analyst @ Rice, Hall, James
Michelle Connell Education
- San Diego State University
MBA (Finance)
- Seattle University
Bachelor of Arts (BA) (Accounting)
- UCLA Extension Program
Estate Planning
Michelle Connell Skills
- Portfolio Management
- Investments
- Investment Strategies
- Asset Allocation
- Fixed Income
- Alternative Investments
- Hedge Funds
- Mutual Funds
- Investment Advisory
- Financial Markets
- Emerging Markets
- Investment Management
- Finance
- Risk Assessment
- Business Valuation
- Strategic Financial Planning
- Venture Capital
- Due Diligence
- Fundraising
- Valuation
- Private Equity
- Strategy
- Equity Valuation
- Financial Risk
- Asset Management
- Equities
- Equity Research
- Wealth Management
- Securities
- Capital Markets
- Financial Modeling
- Options
- Bloomberg
- Derivatives
- Series 7
- Bonds
- Wealth Management Services
- Entrepreneurship
- Series 63
- Financial Analysis
- High Net Worth Individuals
- Risk Management
- Economics
- Analysis
- Mergers & Acquisitions
- Estate Planning
- ETFs
- Equity Derivatives
- Retirement
- Private Banking
- Research
- Marketing
- Sales
- Mergers and Acquisitions
- Management
- Project Management
Michelle Connell Summary
- Michelle Connell, based in Texas, United States, is currently a Owner and President at Portia Capital Management, LLC. Michelle Connell brings experience from previous roles at University of Texas Dallas, Castle Hill Advisors, LLC, Asset Management Advisors and Innovator VC Due Diligence. Michelle Connell holds a MBA in Finance @ San Diego State University. With a robust skill set that includes Portfolio Management, Investments, Investment Strategies, Asset Allocation, Fixed Income and more. Michelle Connell has 3 emails and 4 mobile phone numbers on RocketReach.
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Michelle Connell
Owner and President
Texas, United States
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