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Joseph P

Series 65

Rapid City, SD

Rock Creek Advisors LLC

Joseph Porter is a financial advisor with Rock Creek Advisors LLC in Rapid City, SD, holding a Series 65 designation and 17 years of industry experience. He previously worked at Orion Advisor Services, LLC and concurrently serves as Director of Investment Administration at First Trust Company LLC. Rock Creek Advisors provides discretionary investment management primarily to a state-chartered corporate fiduciary, First Trust Company, LLC, managing trust and agency accounts as well as separately managed accounts for individual clients. The firm employs mixed-asset model portfolios emphasizing capital appreciation, current income, and capital preservation, and maintains a trust-centric operating model through its affiliation with the state-chartered trust company.

Wealth management Retirement income strategy Retired
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Joel B

Series 63, Series 65

Rapid City, SD

Rock Creek Advisors LLC

Joel Black is a financial advisor at Rock Creek Advisors LLC with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rock Creek Advisors since 2017. Additionally, he serves as Executive Vice President, CFO, and COO of First Trust Company, LLC, a state-chartered corporate fiduciary where he administers trusts and manages regulatory relations. Rock Creek Advisors provides discretionary investment management primarily to trust and agency accounts administered by First Trust Company, LLC, and also offers separately managed accounts to individual clients. The firm focuses on mixed-asset model portfolios emphasizing capital appreciation, income, and capital preservation, utilizing a range of investment strategies within a trust-centric operating structure.

Wealth management Retirement income strategy Retired
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