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®, AIF® 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...
Todd Pizzuti 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...
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...
