I started Olivehurst Advisors to share what I’ve learned through my career in financial services as well as from my personal experience navigating my own finances across corporate roles, as an entrepreneur running my own business and while starting a family.

One thing I’ve discovered is that, over time, the importance of my goals has grown. However, I’ve also found that, with increasing responsibilities, the demands on my time have grown just as much, if not more.

This prospect of decreasing time available to tackle increasingly valuable goals is a key reason why I’ve become a financial advisor. Given many goals have a financial component, this is why I believe there may not be a more impactful role that I can play than to help someone navigate their personal financial journey. I know my journey would have benefited from the partnership of a financial advisor.

So, I’m excited to be a partner to entrepreneurs, professionals and families and apply what I’ve learned to help them pursue their goals and feel more secure and confident on their financial journey.

Neil Portus, CFA, CMA, CFP®

I launched Olivehurst Advisors to serve entrepreneurs, professionals and families. After navigating my own finances both as a professional and an entrepreneur, my desire is to help people pursue their financial goals and make a positive difference in their financial lives.

I bring two decades of experience in finance as a CFO and on Wall Street as an equity research analyst and investment banker. In those roles, I gained first-hand experience navigating some of the complex financial situations professionals may face as they navigate their careers or launch, grow and sell their business.

For the past decade, I have run my own fractional CFO consultancy, serving as a strategic and operational partner to CEOs, Board Members and leadership teams supporting their decisions to grow their businesses.

Before that, I worked on Wall Street as an equity research analyst covering consumer-retail stocks at Goldman Sachs in New York including helping to lead Zipcar’s $1.1 billion IPO. Prior to Goldman, I was an equity research analyst at Barclays Capital and Lehman Brothers. I began my career as an investment banker leading mergers/acquisitions and financing transactions that totaled over $1 billion.

I am a CFA charterholder, Certified Management Accountant, CERTIFIED FINANCIAL PLANNER® professional, received my MBA from the University of South Carolina and majored in music business at Middle Tennessee State University near Nashville.

In my personal time, I enjoy spending time with my wife and two young children, traveling, road cycling, playing the guitar and attempting diy home repairs.