Portfolio Design Advisors (PDA) was established in 2006, and re-invented under new ownership in 2009. PDA specializes in creating sophisticated and customized investment strategies. The team has over 160 years of combined investment experience. Our numerous asset allocation models fall into the following asset allocation categories: Dynamic, Tactical, and Focused.
PDA specializes in intelligent portfolio construction and design. Your portfolio management team includes access to CFAs who have access to numerous world class institutional-quality investments. The PDA team creates asset allocation models that are intended to meet the needs of many different risk/return profiles. Whenever possible, we strive to use the lowest cost investment vehicle to create our strategies.
Dean has served as an Executive team member of several broker-dealers. He also served as Chief Information Officer for the ING Advisors Network where he oversaw technological infrastructure. Dean completed a bachelor of science degree in business administration and human resource management and received a master of science in computer information systems from the University of Phoenix. Dean has a Series 7, 24 and 66.
As President of Portfolio Design Adviosrs since its inception, Dean presides over every aspect of the company, its future development and compliance oversight.
Wes has a Masters in financial management and has held investment analysis, management, and other positions at several financial services firms including State Street Bank &Trust and Old Mutual Capital. Wes received his CFA Charter in 2010.
As the Senior Portfolio Manager, Wes is responsible for the management of the Portfolio Design Advisors model portfolios. These portfolios include mutual funds, stocks, and ETFs. Management of the portfolios involves manager due diligence and selection, security selection, and asset allocation decisions. In addition, Wes acts as the Program Manager for all of the Portfolio Design Advisor models . This includes the oversight of all investment selections and strategic decision making. Wes assists financial advisors with portfolio selection and custom research and analysis.
Paul attended the University of Colorado where he studied finance and has held positions in investment banking, mutual fund analytics, and equity trading with large financial institutions including Oppenheimer Funds and Lipper. Paul received his CFA Charter in 2014.
As Portfolio Manager, Paul is responsible for the management of the Portfolio Design Advisors model portfolios. These portfolios include mutual funds, stocks, and ETFs. Management of the portfolios involves manager due diligence and selection, security selection, and asset allocation decisions. Paul is also responsible for performance reporting and model maintenance. He also assists financial advisors on various research projects and custom portfolio allocations.
David has over 30 years of financial services experience and has a wide variety of investment product knowledge including, limited partnerships, mutual funds, alternative investments, private account management , institutional asset management and behavioral finance. His career includes providing consultative training and helping investment advisors nationwide grow their AUM and increasing the value of their practice. David earned a B.S. in Accounting from Oral Roberts University in 1983 and holds a Series 65 securities license.
Pam has been serving as an operations expert in the financial advisory and broker dealer community for over twenty years. She began with a highly successful advisor managing the entire office from client contact, model management and financial planning. Pam moved on to the highest level of operations and has served her past twelve years as the Director of Operations for overlapping entities including Portfolio Design Advisors. Pam holds the following licenses: 4, 7, 24, & 66.
As Director of Operations, Pam oversees the operations team. Pam is responsible for her team’s implementation of management policies and procedures. Pam manages multiple custodian relationships, bridging the technological gap operationally including the intricate complexities of billing. Pam is a strong leader and assures the smooth and accurate functioning of all aspects of operations which gives advisors using Portfolio Design Advisors confidence that the job will be well done.
Eric has been in financial services for over 28 years. Most recently, Eric served as the CEO of a western based RIA with 8 offices across the country. Before that, Eric served as the President and one of the founders of American Independence, a boutique investment management organization. Eric has also held senior leadership positions at Mercantile Trust Company, ING Fund Services, ING Financial Partners, DST International, First Data Investor Services, and Banc One Investment Advisers.
Eric has extensive knowledge in sales, marketing, and operations and understands the challenges that registered investment advisors face. Eric will be spearheading Portfolio Design Advisor's relationship with RIAs who want to utilize our portfolios. He will help develop, enhance and grow their practice.
As the Portfolio Trader, Brittany manages the day-to-day transactions in various account ranges and on multiple custodial platforms. She monitors accounts for drift and handles model rebalancing as required. Brittany has been with PDA for five years. In addition, Brittany is responsible for PDA’s Advisor Support Services. She maintains an ongoing relationship with each new advisory practice that partners with Portfolio Design Advisors to provide them with the highest level of service.
Brittany earned her Bachelor’s degree from Colorado State University prior to joining the U.S. Army. She currently serves in the U.S. Air Force Reserve while working at Portfolio Design Advisors. It is obvious that Brittany’s attention to detail and professionalism that she learned in the U.S. Armed Forces has become an integral part of her work ethic at Portfolio Design Advisors. We are honored to have an American patriot on our team.
Erica earned her bachelor’s degree from Metropolitan State University in 2012. She is currently working towards obtaining her Investment Foundations certificate.
As a Portfolio Trader, Erica is responsible for carrying out investment activities and instructions on behalf of individuals and Advisors. She works extensively on specific account ranges to ensure they remain in balance with model designs, and to ensure Advisor requests are maintained with a high level of priority and accuracy.
Copyright © 2017 Portfolio Design Advisors, Inc. - All Rights Reserved. Portfolio Design Advisors, Inc. is an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or training.
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