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Elvira Portillo

Elvira Portillo

Senior Client Associate

Years of Experience: 38 years


  • Midland College, Associates Degree

Other Notable Information:

  • Elvira specializes in investment and fiduciary service support and relationship management support for high-net-worth families and individuals.
  • She is an invaluable addition to clients, as she serves them on a myriad of tasks such as operational and account management, documentation, customer service, and technical assistance.
  • Elvira exceeds client expectations with her diligence and experience on unique service requests.
  • In her free time, Elvira spends quality time with her family and is an avid fan of professional football and baseball.