President | Chief Compliance Officer | Co-Chief Investment Officer
Jason is the President, Chief Compliance Office (COO) and Co-Chief Investment Officer (CIO) of Portland Private Wealth...
Chief Operations Officer | Co-Chief Investment Officer
Jacob is a Certified Financial Planner™ professional and a principal of Portland Private Wealth Management. He has...
Independent Investment Advisor Representative (IAR)
Todd is an experienced wealth advisor who works with high net worth and ultra high net worth individuals. Todd also...
Independent Investment Advisor Representative (IAR)
Since 1979, Gordon Martin has offered prudent investment advice and counsel to his clients. Gordon’s belief in...
Client Service | Operations
Alyssa’s primary responsibilities are client service and operations. She provides critical back office support for the...
Investment Advisor Representative | Analyst
Kibwe joined Portland Private Wealth Management in 2018 and is an analyst supporting portfolio management, research...
Operations | Client Service
Norma initially worked in finance for a chemical company. In 1989, she joined a financial services company in...
Financial Planner
Keith Palace is a Financial Planner who is studying for his CERTIFIED FINANCIAL PLANNER™ designation. Keith creates and...