Andrew Porter, CFA, is an experienced wealth advisor currently serving as an Associate Partner at Corient since July 2023, where the focus is on integrated fee-only financial services. Prior to this role, Andrew held multiple positions at CI Portola Private Wealth from January 2020 to July 2023, including Associate Partner, Manager, Associate, and Financial Analyst. Earlier experience includes a Financial Analyst role at Brownson, Rehmus & Foxworth and an Engineering Intern position at the Port of Hood River. Academic credentials include a Master of Science in Engineering from the University of Pennsylvania and a Bachelor of Science in Civil Engineering from Santa Clara University, where Andrew also participated in various student leadership and support roles.
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