Porter Sigg
Boston,MA
Summary
Results-driven financial services professional with a strong background in developing strategic initiatives and managing UHNW client relationships. Demonstrates expertise in identifying opportunities for optimizing financial strategies and implementing impactful improvements. Skilled in client acquisition and leveraging diverse investment options to achieve client goals.
Overview
5
5
years of professional experience
Work History
Assistant Vice President - Private Client Banker
JP Morgan Chase
Boston, Massachusetts
09.2024 - 11.2025
- Provided comprehensive holistic advisory on retirement planning, estate planning, insurance, education savings plans, tax loss harvesting strategies and other wealth management services.
- Crafted tailored strategies for wealth management, enhancing asset allocation, portfolio diversification, and risk management.
- Developed and executed detailed outreach strategies using CRM to foster client relations.
- Ensured adherence to ethical standards and regulatory requirements in all financial activities.
- Led Boston Regional Market in net new investment client acquisitions (28), net new AUM(33m), largest net new initial investment (7.8m), net new rollover clients transitioned to managed, all in first year
Financil Solutions advisor
Merrill Lynch
Boston, Massachusetts
06.2022 - 08.2024
- Procured retail banking and investment clients, delivering personalized advice through the full spectrum of borrowing, investing, and planning
- Exceeded targeted client acquisition, consumer balance growth, and quality products growth through comprehensive, holistic financial advisory solutions
- Executed daily operations including wire transfers, ACH, and servicing small business, trust, and estate accounts, collaborating with lending partners to enhance client experience
- Led weekly business briefs and bi-weekly skill builders, educating associates on market share strategies to improve client engagement
- Prepared pipeline overviews with senior PWM advisors, supporting achievement of quarterly targets through cultivation of referrals
- Acquired UHNW clients through extensive proactive outreach; delineated from personalized network and CRM driven sourcing
Financial Advisor Representitive
Northwestern Mutual
Boston, MA
09.2020 - 11.2021
- Acquired 25 high net worth clients producing over 120k in Top line revenue in insurance products
- Assessed client's financial information to analyze cash flow, monetary expectations, and retirement goals
- Informed clients about market and non-market correlated products to enhance financial decision-making
- Formulated customized financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs; backed by CRM and market data analysis
- Made strategic product, plan, investment recommendations, and financial advisory to help clients achieve fiscal goals
- Served as a trusted advisor for new clients acquired through proactive outreach such as cold calls, sales navigator, and in person meetings
- Executed daily market research and compliance reviews, recorded data in CRM, and generated financial reports.
- Conducted underwriting applications, submissions, and daily client management
Education
Master of Science - Applied Economics
Boston College
Chestnut Hill, MABachelor of Arts - Finance
High Point University
High Point, NCSkills
- NMLS certified, Banker Trained, SIE Exam, Series 6 Exam, Series 63 Exam, Health and Life Insurance licenses, Clean U-4, Current enrollment and progress towards CFP certification, Current progress towards series 65 exam
- Python, SQL, R, C, Salesforce, Interact, SSA, Synergy
- Wealth management
- Portfolio diversification
- Client acquisition
- Client relationship management
Languages
Spanish
Professional
Timeline
Assistant Vice President - Private Client Banker
JP Morgan Chase
09.2024 - 11.2025
Financil Solutions advisor
Merrill Lynch
06.2022 - 08.2024
Financial Advisor Representitive
Northwestern Mutual
09.2020 - 11.2021
Master of Science - Applied Economics
Boston College
Bachelor of Arts - Finance
High Point University