About Portside Wealth
Born from the desire to provide financial advisors and their clients with simple and efficient access to wealth management services, Portside Wealth was founded with their goals in mind.
Operating from the base of the Wasatch mountains in Provo, UT, we serve financial advisors around the country, enabling them with access to world-class custodians and product partners, including industry-leading outsourced CIO and wealth management services from TownSquare Capital, an Orion company.
Portside Wealth’s team places significant emphasis on ethics and education. We believe that the trust clients place in us and our advisors places us under an obligation to provide skilled and principled expertise.
LEADERSHIP TEAM
wILL SNIDER
Chief Operating Officer, Co-Founder
Will entered the financial services industry in 2013, gaining experience in front-office operations before becoming licensed and shifting to back-office RIA and broker/dealer operations. He has helped build and scale multiple businesses’ operations. Prior to that, Will served in the Army for 9 years, and obtained a degree in International Relations from BYU.
Will is a FINRA Series 66 licensed financial professional, and also holds a PMP (Project Management Professional)® designation.
Staci Compagno, CRCP®
Chief Compliance Officer, Co-Founder
Staci brings over 20 years of management and supervision experience, and prides herself in having developed and implemented robust compliance, risk assessment, advertising, supervisory, and training and monitoring programs. Staci has successfully guided broker/dealer and RIA firms through many regulatory audits.
Staci has earned Series 24, 7, 63, 66 and 53 securities registrations, along with successfully earning the CRCP (Certified Regulatory Compliance Professional)® designation.
Kurt Brown
Co-Founder
Kurt has nearly 25 years of experience managing portfolios for Fortune 500 companies, hedge funds, university endowments, and individual accounts. Prior to co-founding Portside Wealth, Kurt was founder and CIO of TownSquare Capital, where he continues to serve on the Investment Committee. Kurt previously co-founded MicroBenefits China—an employee engagement platform for factory workers in China—and is on the Founder’s Board of the Ballard Center for Economic Self Reliance at BYU.
Additional PaRtner TEams
Audit & ProposalS
Assist financial advisors in reviewing prospective client assets and proposing investment models.
TRade Desk
Fully manage model implementation, trading and rebalancing, custom indexing, and cash management.
Investment Committee
Develop proprietary investment solutions, and vet premium third-party managers for model delivery.
Fixed Income
Create custom bond ladders and provide government, municipal, and corporate fixed income solutions.
Charitable Giving
Consultations and client presentations regarding charitable giving, philanthropy, and related tax strategies for business owners and high-net worth clients.
Cybersecurity
Industry and Portside Wealth specific technological expertise to assist not only in being fully compliant, but also to find the best balance of protection for your business and your clients.