PORTFOLIO ANALYTICS INC of SOUTHFIELD, MI is an SEC-registered investment adviser (CRD 107581). Regulatory assets under management: $9.0M.
| Name | Role | Location |
|---|---|---|
| KELLY PATRICK | EXECUTIVE VICE PRESIDENT; PRESIDENT; VICE PRESIDENT | MONTREAL, A8 |
| KELLY ELIZABETH BISHOP | CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER; PRESIDENT, SECRETARY/TREASURER; SECRETARY/TREASURER | — |
| JORDAN SEAN CHRISTOPHER | PRESIDENT, CHIEF EXECUTIVE OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| KUHN CHRISTOPHER JASON | CHIEF INVESTMENT OFFICER | — |
| HAZEN BRETT WILLIAM | MANAGING CONSULTANT; VICE PRESIDENT | — |
| WETZEL JAMES DAVID | PRESIDENT | — |