Huger, SC Office

Edward Portelles is a CFP® with 23 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He has held roles at Alexander Capital entities since 2018 and also provides financial planning through Gabor & Associates as a licensed CPA in New York. Additionally, he is a licensed agent for life insurance and annuity products, dedicating limited time to these activities. Alexander Capital Wealth Management LLC offers investment advisory services to individual, high-net-worth, and institutional clients, combining proprietary technical analysis with fundamental review to guide a top-down, asset-allocation investment approach. The firm employs discretionary management, sub-advisers, and model portfolios, leveraging third-party platforms for execution, custody, and overlay services.

Gina Portelles is a financial advisor at Alexander Capital Wealth Management LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Alexander Capital LP since 2021, Ic Advisory Services, Inc. since 2006, and The Investment Center since 2001. In addition to her advisory work, she is an agent licensed to sell life insurance, long-term care, and non-variable insurance products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm manages approximately $212 million in discretionary assets and employs a combination of cyclical, technical, and fundamental analysis in its investment process.