Meet Michelle Connell, CFA, Retirement Speaker on
Alternative Investments for Retirement Plan Fiduciaries
Experience, Recognition, Background
Michelle P. Connell, CFA explains alternative investments for plan fiduciaries seeking to address slower growth and lower yields without taking on excessive risk.
She has devoted her professional life to the wealth management of private investors, as well as non-profit institutions. She received her Master of Business Administration from San Diego State University (with Honors) and an undergraduate degree from Seattle University (Magna Cum Laude). Ms. Connell is the founder of Portia Capital Management and serves as its Chief Investment Officer. Ms. Connell has extensive experience managing equities, fixed income and private investment portfolios. She has served as a senior portfolio manager for several private banks and boutiques in Texas, Chicago and the West Coast.
Ms. Connell is a Chartered Financial Analyst (CFA). The CFA Institute’s mission is to lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society.
Michelle Connell's Retirement Expertise
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Michelle Connell, Owner and President of Portia Capital Management, LLC, is a CFA charter holder with vast experience in finance, as well as the public and private investment markets. As a CFA charter holder, Ms. Connell is held to the highest fiduciary standard in finance.
Michelle serves institutions, charities, endowments, foundations, pensions systems as well as high-net worth individuals. She takes an institutional approach to the individuals she serves, providing them access to alternative assets they might not get anywhere else.
Her programs are perfect for investment committee and trustee fiduciary continuing education meetings and national conferences whose attendees are responsible for making decisions about retirement investment portfolios.
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