CTOs on the Move

Portfolio Advisors, LLC

www.portad.com

 
Portfolio Advisors, LLC is one of the leading companies in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

IBE Trade

IBE Trade Corp. is a New York, NY-based company in the Financial Services sector.

Deerfield Capital Management

Deerfield Capital Management is a Des Plaines, IL-based company in the Financial Services sector.

Cornerstone Capital

Cornerstone Capital Management is the marketing name for the asset management activities of Cornerstone Capital Management LLC and Cornerstone Capital Management Holdings LLC, registered investment advisers based in Minneapolis and New York. Cornerstone Capital Management is affiliated with the Investments Group of New York Life Insurance Company, a Fortune 100 company and one of the largest life insurers in the world*. Cornerstone manages $16.8 billion in assets as of December 31, 2015.

Advent International

Founded in 1984, Advent International is one of the largest and most experienced global private equity investors. The firm has invested in over 395 private equity investments across 41 countries, and as of March 31, 2022, had $75.9 billion in assets under management. With 15 offices in 12 countries, Advent has established a globally integrated team of 270 private equity investment professionals across North America, Europe, Latin America and Asia. The firm focuses on investments in five core sectors, including business and financial services; health care; industrial; retail, consumer and leisure; and technology. After more than 35 years dedicated to international investing, Advent remains committed to partnering with management teams to deliver sustained revenue and earnings growth for its portfolio companies.

Tiedemann Advisors

Tiedemann Advisors is one of the largest independent investment and wealth advisors for high-net-worth individuals, families, trusts, foundations and endowments. Founded in 1999, Tiedemann has nine offices across the U.S. including its trust services office, Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware.