marcus evans summit – PORTIA CAPITAL MANAGEMENT BLOG

Michelle Connell to Serve as Moderator at Marcus Evans Private Wealth Management & Real Estate Investors Online Summit

Posted on March 11, 2021 by Michelle Connell, CFA

Panel Topics include Expert Outlook on the 2021 Economy and Financial Markets and Alternative Investment Strategies Fort Worth, Texas, March 10, 2021 – Michelle Connell, CFA, President and Owner of Portia Capital Management, LLC has been invited to moderate two panels during the premium Marcus Evans Private Wealth Management & Real Estate Investors Online Summit, […]

A Look Back: 2019 Marcus Evans Private Wealth Management Summit

Posted on December 13, 2019December 13, 2019 by Michelle Connell, CFA

By Michelle Connell, CFA | 2 min read I had the honor of serving as chairperson for the Marcus Evans Private Wealth Management Summit in Orlando, December 2-4. The Marcus Evans Summit brought together leaders from America’s top single and multi-family offices and investment boutiques from across the globe. A premium, invitation-only event, the Summit […]

Michelle Connell to Chair Private Wealth Management Summit

Posted on September 8, 2019October 23, 2019 by Michelle Connell, CFA

Michelle Connell, CFA, President and Owner of Portia Capital Management, LLC has been invited to serve as chair of the premium Marcus Evans Private Wealth Management Summit in Orlando, December 2-4, 2019.