EQIS, a Freedom Advisors Company
Kellen Porter has a diverse work experience spanning various roles and industries. They began their career in 2009 as a general laborer at Oasis Pool and Spa Construction, where they worked until 2012. In 2012, they joined DBT Bookkeeping as an Accounting Consultant, staying with the company until 2014. Following that, they joined Knighted Ventures as a Gaming Associate for a year. In 2014, Kellen joined EQIS Capital Management Inc., initially working as an Accounting/Finance Analyst until 2016. They then transitioned into the role of Senior Financial Analyst. Their employment at EQIS Capital Management Inc. is ongoing, without specified end dates for their roles.
Kellen Porter attended San Marin High School from 2004 to 2008. Following their high school education, they enrolled at California State University, Chico, where they pursued a Bachelor of Science (BS) degree in Accounting from 2008 until 2013.
EQIS, a Freedom Advisors Company
EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers to streamline and simplify the investment business for savvy financial advisors. It also provides wealth management, financial advisory, and turnkey asset management services through a fee-based asset management platform(TAMP) serving financial advisors by providing investors access investment strategies historically available only to high net worth individuals and institutions.