Happy Holidays from Portia Capital Management!

Here’s a look at our year in review.

This year has certainly been one for the books, has it not? While 2020 has been unusual, and even difficult for many, we remain filled with gratitude for our many blessings. If 2020 taught us anything, it’s that it is the simple things — like giving, kindness and human relationships — that are the most valuable. Christmas and holidays this year seem to have more meaning and relevance.

As we prepare to close the chapter on this year, here’s a look back at some of the highlights for Portia Capital Management.

Multiple Media Features
In 2020, our President, Michelle Connell, CFA, became a subject expert on investments during the pandemic and Presidential election. Throughout the year, she was featured as a guest contributor on multiple local and national media outlets, including:

  • CNBC
  • Bloomberg Australia
  • Forbes
  • The New York Times
  • MarketWatch
  • U.S. News and World Report
  • Business Insider
  • Dallas Business Journal
  • Investment News
  • Financial Advisor
  • Yahoo Finance
  • Traders Magazine

Educational First Steps Fundraiser
It was our privilege to sponsor One Childhood, One Chance: An Evening with Tara Westover, a fundraiser for our charity partner, Educational First Steps. Funds raised at the event support EFS’ efforts to elevate the quality of early childhood education across North Texas.

Marcus Evans Events
In December, Michelle served as a panel moderator for the Marcus Evans Private Wealth Management Online Summit. 

We remain forever grateful for the opportunity to serve our clients and look forward to continuing to grow with our clients in 2021. Wishing you health and happiness in the new year!

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