Jason McMillen 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...
Jacob Becker CFP®, CWS® President | Chief Operations Officer | Co-Chief Investment Officer Jacob is a Certified Financial Planner™ professional and a principal of Portland Private Wealth Management. He has...
Alyssa Pizzuti Client Service | Operations Alyssa’s primary responsibilities are client service and operations. She provides critical back office support for the...
Kibwe Cuffie Investment Advisor Representative | Analyst Kibwe joined Portland Private Wealth Management in 2018 and is an analyst supporting portfolio management, research...
Norma Wright Operations | Client Service Norma initially worked in finance for a chemical company. In 1989, she joined a financial services company in...
Keith Palace Financial Planner Keith Palace is a Financial Planner who is studying for his CERTIFIED FINANCIAL PLANNER™ designation. Keith creates and...
