William James Porter

Employer firm

Brasada Capital Management, LP CRD 147775

$679M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 05/2020
  Jp Morgan Private Bank
  New York, NY
• 05/2020 → 10/2023
  City National Bank
  New York, NY
• 10/2023 → 04/2024
  Unemployed
  New York, NY
• 04/2024 → Present
  Brasada Capital Management, Lp
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-15

Designations

• Certified Financial Planner

Other Names

• William J Porter
• William Porter