Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms
Fort Worth, Texas (Aug. 25. 2020) — Michelle Connell, CFA, owner of Texas-based wealth management firm, Portia Capital Management, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms.
Ms. Connell was vetted and selected by a review committee based on the depth and diversity of her experience. Criteria for acceptance include a track record of successfully impacting business growth metrics, as well as personal and professional achievements and honors.
“We are honored to welcome Michelle Connell into the community,” said Scott Gerber, founder of Forbes Councils, the collective that includes Forbes Finance Council. “Our mission with Forbes Councils is to bring together proven leaders from every industry, creating a curated, social capital-driven network that helps every member grow professionally and make an even greater impact on the business world.”
As an accepted member of the Council, Ms. Connell has access to a variety of exclusive opportunities designed to help her reach peak professional influence. She will connect and collaborate with other respected local leaders in a private forum. Ms. Connell will also be invited to work with a professional editorial team to share her expert insights in original business articles on Forbes.com, and to contribute to published Q&A panels alongside other experts.
Finally, Ms. Connell will benefit from exclusive access to vetted business service partners, membership-branded marketing collateral, and the high-touch support of the Forbes Councils member concierge team.
“I am honored to have been invited to join the Forbes Finance Council,” said Ms. Connell. “This community is comprised of the best of the best in finance and wealth management. At Portia Capital Management, we strive to provide leadership in the ever-changing financial landscape and participation in the Forbes Finance Council underscores our commitment to excellence in our industry, for the betterment of all of our clients.”
ABOUT FORBES COUNCILS
Forbes Councils is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded Young Entrepreneur Council (YEC). In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive.
For more information about Forbes Finance Council, visit forbesfinancecouncil.com. To learn more about Forbes Councils, visit forbescouncils.com.
ABOUT MICHELLE CONNELL
Michelle Connell, CFA is the President and Owner of Portia Capital Management, LLC, the only Registered Investment Advisory firm in DFW to be founded by a female CFA. Ms. Connell is one of the highest-rated finance professors in the United States, currently serving as an adjunct professor at The University of Texas in Dallas and teaching the CFA Review for the DFW CFA Society. Ms. Connell works with her students and private clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns.