Portus Capital Management, LLC

David Neff is a financial advisor at Portus Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Portus since 2016, following a decade at PKS Advisory Services and Purshe Kaplan Sterling Investments. Outside of advisory work, Neff is a part owner of an insurance agency and is involved in managing several rental properties. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, offering diversified investment exposure and utilizing options and derivatives within client accounts.

Jenni Opperman is a financial advisor at Portus Capital Management, LLC with eight years of industry experience. She holds the Series 66 designation and has prior work experience at Purshe Kaplan Sterling Investments and Best Buy. Alongside her advisory role, she works as a staff accountant at Jason Grubbs, CPA. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, incorporating options trading and a diverse range of investment instruments.

Nick Elovitz is a financial advisor at Portus Capital Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Portus Capital Management since 2016, following ten years at PKS Advisory Services and Purshe Kaplan Sterling Investments. Outside of advising, he is involved in substitute teaching at a Catholic school and operates a real estate business focused on purchasing, rehabilitating, and selling properties. Portus Capital Management provides discretionary portfolio management and pension consulting primarily for individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, including options trading strategies, and offers diversified exposure across multiple asset classes.