A Look Back: 2019 Marcus Evans Private Wealth Management Summit

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‚Äôs 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

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.