We believe that it's not only our deep professional expertise and longstanding experience that underpins the performance that we deliver to our clients, but also our shared sense of purpose.
Our People
Our extensive institutional investment experience, portfolio management expertise, and access to specialist investment opportunities are underpinned by a professional oath that binds us to a fiduciary duty to place our clients' best interests at the heart of all we do.
Our personal commitment to each client is clear and ongoing; throughout life’s journey, we will be by your side every step of the way.
Michelle Connell (CFA)
Founder and CIO
Michelle is a Chartered Financial Analyst (CFA) Charterholder with over 20 years of invaluable direct industry experience, including portfolio management, institutional private equity, private debt, real estate and hedge funds.
Joe Moore
Wealth Advisor
Joe has over 10 years of experience developing and implementing investment strategies designed to help his clients realize their financial aspirations. Before joining Portia Capital, Joe worked at Prota Financial LLC and Optimum Investment Advisors.
Get in Touch
Our initial consultation – free and without obligation – is a no pressure opportunity
to discuss your objectives and review your portfolio.