Michelle Connell

Michelle Connell, CFA, owns Portia Capital Management, LLC, a registered Investment Advisory firm specializing in the investments of foundations, charities and high net worth individuals. Portia Capital Management is the only investment management firm in the Dallas-Fort Worth area to be owned by a female CFA charter holder, an important resource in a world where 60% of women retire in poverty. Michelle's expertise is backed by more than 20 years of financial experience in management positions with large investment boutiques and private banks. Michelle has also differentiated herself as an educator. She taught as an adjunct finance professor at University of Texas at Dallas for five years, where she was named one of the country's highest-rated finance professors. Michelle has also taught the CFA Review in Texas for ten years. She works with her students and clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns. She also founded "Portia's Children," through which up to 10 percent of her company's profits are donated to North Texas charities.