About
Mary Porter is a Partner at Wealthfront, where she plays a senior role in shaping the firm's investment strategy and core product offerings. Her position at one of the largest digital wealth management platforms involves oversight of investment portfolios and the integration of advanced analytics into client solutions, with a focus on automated investing (robo-advisory), ETFs, and portfolio management for high-net-worth individuals.
Porter's sector expertise centers on finance and investment analytics, particularly within the realms of digital wealth management and technology-driven investing. She brings significant domain knowledge in business analytics and the application of quantitative strategies to diversified portfolios, emphasizing the use of data-driven methods to optimize risk-adjusted returns.
Prior to joining Wealthfront in 2019, Porter earned her Executive MBA with a specialization in Finance and Investment & Business Analytics from the University of Virginia Darden School of Business. Her professional background and academic training enable her to contribute to the advancement of algorithmic asset allocation, with achievements including the successful integration of innovative financial technologies into mainstream retail investing platforms.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wealthfront | Partner | Jul 2019 to Present | As a Partner at Wealthfront, I am committed to driving innovation and growth in global investment solutions, leveraging deep market insights and strategic collaborations to deliver superior returns fo... |
Education
University of Virginia Darden School of Business
Executive MBA, Finance and Investment & Business Analytics
2006 — 2008
Others at Wealthfront Advisers LLC (3)
| Name | Role | Location |
|---|---|---|
| Partner | United States | |
| Money Market Portfolio Manager | West Palm Beach, FL , United States | |
| Portfolio Manager | United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Investment Analyst | Everett Harris & Co. /ca/ | Los Angeles, CA , United States | |
C Chris Aprill | Portfolio Manager and Family Office Liaison | Everett Harris & Co. /ca/ | Charlotte, NC , United States |