(*This website is no longer active. Edward Portelles is now registered with PlanMember Securities)
Dreamers sit at the footsteps of hills and doers persevere and climb them. Edward N. Portelles is one such achiever. He has created his niche with his diligence in the Wealth Management sector. Edward served as the Vice President with the Prudential Investments. At the Prudential he was mainly dealt with individuals of high net worth. He delivered intelligent investment solutions to the clients. He mainly dealt with Taft- Hartley Plans, Endowments /Foundations and Institutions. He directly involved in the development of Investment Policy statements, Money Manager Search and selection, and portfolio construction for some of the largest pensions, endowments and foundations in the country.
Now Edward is the proud President of the Portelles Wealth Management Group. Edward works in close collaboration with his high profile clients to provide them top notch financial solutions. He works to create wealth in a sustainable and profitable-for-all manner. Edward specializes in Investment Consulting. He coordinates the efforts of attorneys, accountants, and insurance agents in order to ensure that his clients’ investments, insurance, taxes, and estate plans are managed effectively.
Edward's in-depth knowledge of his field and his expertise has made success an easy catch. His extraordinary dexterity and uncanny foresight enabled him to become one of the youngest Vice Presidents in the history of Prudential.
Edward graduated Magna Cum Laude from Wagner College with a degree in business administration and a concentration in finance. He currently holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association, Chartered Financial Consultant designation (ChFC) from The American College, Certified Investment Management Consultant (CIMC) designation from the Investment Management Consultants Association, and the Chartered Mutual Fund Counselor Designation (CMFC) from the College for Financial Planning. Edward holds the Series 7, Series 63, Series 65 and Life, Accident and Health Insurance licenses. Edward currently resides in the New York Metropolitan area with his wife, Gina, and their three children.