THE PORTOLA GROUP INC of ST. HELENA, CALIFORNIA, CA is an SEC-registered investment adviser (CRD 105359). Regulatory assets under management: $41.4M.
Compensation: % of AUM, Fixed, Other.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| SEYMOUR KENT ROBERT | VICE-PRESIDENT | — |
| OLSON PERRY VAUGHN | DIRECTOR | — |
| LITTLEFIELD JANET KING | VICE-PRESIDENT | — |
| FITZWILSON ROBERT CRANE | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; DIRECTOR; DIRECTOR/PRESIDENT (+3 more) | — |
| SIX THOMAS WILLIAM | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER; DIRECTOR/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| OLSON PERRY | DIRECTOR | — |
| LITTLEFIELD JANET | VICE-PRESIDENT | — |
| MCKINLEY GEORGIA | VICE-PRESIDENT | — |
| MUNSELL MARK | VICE-PRESIDENT | — |
| MUNSELL GEORGIA MCKINLEY | VICE-PRESIDENT | — |
| MUNSELL MARK LOWELL | VICE-PRESIDENT | — |
| FAULK DAVID ELLIOT | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| BASTIS WENDY CATHERINE | SENIOR INVESTMENT STRATEGIST | — |