The Investment & Finance team at Portfolio Advisors is responsible for managing and optimizing the firm’s investment strategies across private equity, private credit, and private real estate assets. This includes evaluating and executing direct, secondary, and primary investments, as well as managing junior and senior credit portfolios. The team collaborates closely with clients to develop tailored investment solutions, ensuring superior access and value creation within the U.S. middle market. Team members' expertise spans financial analysis, portfolio management, and market research, all aimed at maximizing returns and enhancing strategic growth initiatives.
Alden Southworth
Associate - Junior Debt Invest...
Anthony A.
Senior Associate - Senior Desk...
Austin Jarboe
Senior Vice President
Cameron Dewey
Senior Investment Associate
Claire Wheeler
Associate | Private Equity Co-...
Jacob Banach
Associate
James Karivalis
Senior Vice President
Jorge Rossello
Senior Vice President - Privat...
Katy Jacobson
Senior Associate
Lauren Johnson
Managing Director And Chief Fi...
Michael Jenson Cfa, ...
Senior Vice President
Michael Pelli
Associate
Mikaela Gobeille
Senior Associate - Private Cre...
Pat Brown
Vice President - Private Equit...
Paul Monson
Investment Associate
Rainer Ott
Senior Vice President, Primary...
Safiya Elkady
Senior Vice President
Weibo Xiong
Senior Vice President
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