Portfolio Medics Employee Directory

Portfolio Medics corporate office is located in 27499 Riverview Center Blvd, Bonita Springs, Florida, 34134, United States and has 51-200 employees.

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portfolio medics llc

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Employees by Department

Departments

Number of employees

Finance

Medical & Health

Operations

C-Suite

Marketing

Portfolio Medics CEO

John BillyCo-Founder & Managing Partner

Phone

See Profile

Key Employees of Portfolio Medics

GT
Gareth Thomas
Chief Marketing Officer, Fractional
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Portfolio Medics Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Portfolio Medics

Hundreds of professionals searching for Portfolio Medics have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CC
Casey Croysdale
Email Direct
Portfolio Medics Representative
United States , Florida , Bonita Springs

John Billy
Email Direct
Co-Founder & Managing Partner
United States , Florida , Bonita Springs

TC
Tracey Collins
Email Direct
Fractional Executive Assistant
United States , Florida , Bonita Springs

BW
Brian Winterowd
Email Direct
Series 65 Investment Advisor & Representative
United States , Florida , Bonita Springs

RC
Robert Cagle
Email Direct
Portfolio Medics Representative
United States , Florida , Bonita Springs

JP
John Parker
Email Direct
Portfolio Medics Representative
United States , Florida , Bonita Springs

MM
Myron Mageto
Email Direct
Financial Advisor
United States , Florida , Bonita Springs

JS
Jason Stuber
Email Direct
Investment Advisor & Representative
United States , Florida , Bonita Springs

SH
Stroud Hellebusch
Email Direct
Independent Advisor
United States , Florida , Bonita Springs

HF
Herbert Friedman
Email Direct
Investment Advisor & Representative
United States , Florida , Bonita Springs

CV
Christopher Van Alstyne
Email Direct
Investment Advisor
United States , Florida , Bonita Springs

PF
Patrick Fortunato
Email Direct
Investment Advisor
United States , Florida , Bonita Springs

SE
Stephen Evans
Email Direct
Financial Advisor
United States , Florida , Bonita Springs

GT
Gareth Thomas
Email Direct
Chief Marketing Officer, Fractional
United States , Florida , Bonita Springs

MH
Michael Huber
Email Direct
Registered Investment Advisor
United States , Florida , Bonita Springs

BW
Brion Walters
Email Direct
Advisor
United States , Florida , Bonita Springs

Former Employees at Portfolio Medics

Explore people who held key positions, contributed to Portfolio Medics's success, and advanced their careers.

Bruce Kaserman

President at BGK Financial

Worked as Investment Advisor & Representative

at Portfolio Medics (2021-2025)

Direct

Rowdee Taylor

BSA Specialist at Utah Independent Bank

Worked as Financial Advisor

at Portfolio Medics

Direct

Michael Sloan

Fee Based Investment A... at Financial Management S...

Worked as Fee Investment Advisor & Representative

at Portfolio Medics (2020-2023)

Direct

Mask Content

Referral Agent at Coldwell Banker Realty

Worked as Investment Advisor

at Portfolio Medics (2023-2023)

Direct

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Frequently Asked Questions Regarding Portfolio Medics Employees

How many employees does Portfolio Medics have?

Portfolio Medics has 51-200 employees

Who is the CEO of Portfolio Medics?

Portfolio Medics’s CEO is John Billy

Who are Portfolio Medics key employees?

Some of Portfolio Medics key employees are Gareth Thomas

Where is Portfolio Medics located?

Portfolio Medics’s headquarters are located at 27499 Riverview Center Blvd, Bonita Springs, Florida, 34134, United States

How do I contact Portfolio Medics?

Portfolio Medics Contact Info: Phone number: (239) 444-1766 Website: www.portfoliomedics.com

What does Portfolio Medics do?

Portfolio Medics is a fee-only registered investment advisory firm based in Bonita Springs, FL. The company serves as fiduciaries for the company's clients, representing their individual interests in all investment decisions the company makes on their behalf. The company's staff brings together the intelligence and expertise of professional investm... Read More

Is Portfolio Medics a public company?

Portfolio Medics is private company therefore does not currently have an official ticker symbol

See more information about Portfolio Medics Employees