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Michelle Pamela Connell

Portia Capital Management

Fort Worth, TX

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Current Employers
Portia Capital Management

4127 Trails End Drive Suite 1911, Fort Worth, TX 76116 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2017-07-31
TX RA APPROVED 2017-04-18
  • LA RA
    APPROVED
    Since 2017-07-31
  • TX RA
    APPROVED
    Since 2017-04-18

Branch Locations

Fort Worth, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Dallas Dallas TX 06/2015 Present
Castle Hill Advisors, Llc Austin TX 12/2015 10/2016
Portia Capital Management Fort Worth TX 03/2017 Present
  • 06/2015 → Present
    University Of Dallas
    Dallas, TX
  • 12/2015 → 10/2016
    Castle Hill Advisors, Llc
    Austin, TX
  • 03/2017 → Present
    Portia Capital Management
    Fort Worth, TX
Previous Registrations
Other Businesses

Adjunct Professor of Finance, UTDallas, Richardson, Texas Start Date: 6/2015. Hours devoted/month: 25 hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-12-23
S66 Uniform Combined State Law Examination 2004-03-27
S65 Uniform Investment Adviser Law Examination 1995-08-18
  • S63 Uniform Securities Agent State Law Examination
    2009-12-23
  • S66 Uniform Combined State Law Examination
    2004-03-27
  • S65 Uniform Investment Adviser Law Examination
    1995-08-18
Designations
Other Names
  • Harrison Connell
  • Michelle Pamela Connell
  • Michelle Pamela Connell
  • Michelle Pamela Connell

View on SEC IAPD

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