PCM is a Texas limited liability company, whose managing member is Michelle P. Connell, CFA. Ms. Connell 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 PCM 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. The CFA Institute believes that high ethical standards are critical to maintaining the public’s trust in financial markets and in the investment profession.
Ms. Connell is also an adjunct professor of Finance at the University of Texas in Dallas. Her classes include Corporate Finance, as well as Domestic Fund Management where she oversees the management of the university’s undergraduate fund. Proceeds of this fund are used for scholarships for the university’s business majors.
In addition, Ms. Connell teaches the CFA Review at several universities in Dallas. Starting in Fall 2017, Ms. Connell will oversee the management of a portion of Texas Wesleyan’s endowment through a course for Finance majors.
Portia Capital Management is excited to announce that Joe Moore has joined our firm as a Wealth Advisor. Joe will be responsible for the marketing and client service needs of the firm's high net-worth clientele in the Dallas Metroplex. Joe has several years of experience developing and implementing investment strategies that assist individuals in meeting their financial goals.
Prior to joining Portia Capital Management, Joe worked at Prota Financial, LLC, and Optimum Investment Advisors. Joe earned his Bachelor of Science degree from the University of Florida. He is currently studying for a CFP designation.
Joe can be contacted at (972) 841-9117 Joey.email@example.com