Portfolio Advisors
Robert Held is an experienced finance professional currently serving as Assistant Controller at Portfolio Advisors, LLC since October 2021. Prior to this role, Robert was an Assistant Fund Manager at alterDomus from May 2019 to October 2021. Robert started a career at EY as a Financial Services Auditor from July 2015 to December 2018 and gained initial experience as an Accounting/Finance Intern at AptarGroup, Inc. during the summer of 2014, where analysis of variances was performed. Earlier experience includes an internship in the Operations Department at Barnum Financial Group from June 2011 to July 2013, contributing to application processing and support for new financial representatives. Robert holds a Bachelor's Degree in Accounting from the University of Connecticut, where studies occurred from 2013 to 2014, and attended Southern Connecticut State University from 2010 to 2012.
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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.