OLD PORT ADVISORS, INC of PORTLAND, ME is an SEC-registered investment adviser (CRD 108228). Regulatory assets under management: $782.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Fredric Wallace Williams | PRESIDENT, TREASURER, AND SECRETARY | — |
| Jason Edward Foster | EXECUTIVE VICE PRESIDENT | — |
| Tracy Warren Rogers | EXECUTIVE VICE PRESIDENT | — |
| Ben Weylin Daigle | EXECUTIVE VICE PRESIDENT | — |
| Jake Thomas Kenyon | EXECUTIVE VICE PRESIDENT | — |
| Erica Morgan Bly | CLIENT RELATIONSHIP MANAGER AND CHIEF COMPLIANCE OFFICER; CLIENT SERVICE MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| Karen Lindquist Mangino | CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS FREDRIC WALLACE | PRESIDENT; PRESIDENT AND MANAGING DIRECTOR; PRESIDENT, TREASURER, AND SECRETARY | — |
| ROGERS TRACY WARREN | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT (+1 more) | — |
| DAVIES FRANCIS J | VICE PRESIDENT - PORTFOLIO MANAGER | — |
| FOSTER CHARLES EDWARD | EXECUTIVE VICE PRESIDENT | — |
| DIBNER CHARLES WILLIAM | EXEC. VP | — |
| THURSTON DEBORAH L | DIRECTOR | — |
| BLY ERICA MORGAN | CHIEF COMPLIANCE OFFICER | — |
| DAIGLE BEN WEYLIN | EXECUTIVE VICE PRESIDENT | — |
| KENYON JAKE THOMAS | EXECUTIVE VICE PRESIDENT | — |
| MANGINO KAREN LINDQUIST | CHIEF COMPLIANCE OFFICER | — |
| MANGINO KAREN | CHIEF COMPLIANCE OFFICER | — |