Yesterday, August 31, Cliff Corso, (CEO of Advisors Asset Mgt), and Michelle Connell, CFA provided commentary on Yahoo Finance’s “Market Recap.” They discussed the upcoming ADP jobs report, the Delta variant and how to prepare your portfolio from earnings disappointments in September.
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About Portia Capital Management
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.