Portfolio Advisors
Daniel Scalo, CPA, currently serves as Fund Controller at Portfolio Advisors, LLC since October 2021. Prior to this role, Daniel worked at KPMG from September 2015 to September 2021, progressing from Audit Associate to Senior Audit Associate and finally to Audit Manager. In the position of Audit Manager, responsibility included overseeing multiple engagements with a significant number of staff hours and developing critical engagement metrics. Daniel's experience encompasses conducting complex audits in the asset management sector, focusing on various entities such as hedge funds and private equity funds, and ensuring compliance with financial policies. Daniel holds a Bachelor’s Degree in Accounting from Pace University - Lubin School of Business, earned between 2010 and 2014.
Portfolio Advisors
Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike. In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $75 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.