Portland Global Advisors LLC

Richard Strabley is a financial advisor at Portland Global Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Portland Global Advisors since 1997. Portland Global Advisors LLC provides discretionary portfolio management and consulting services primarily to high-net-worth individuals, including trusts, IRAs, and donor-advised funds. The firm focuses on customized asset allocation based on clients’ goals and uses in-house research and cost-efficient investment vehicles such as ETFs, managing over $1 billion in assets with a nine-advisor team.

Thomas Wells is a financial advisor at Portland Global Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Portland Global Advisors since 2018, following three years at FIDELITY Brokerage Services LLC. Portland Global Advisors provides wealth management, family office, and Mission & Impact services primarily to high-net-worth individuals and their related entities. The firm emphasizes asset allocation and diversification, managing portfolios with a mix of ETFs and selected individual securities supplemented by in-house research, and offers coordinated support services including portfolio management and philanthropic advisory.

Heidi Peterson is a financial advisor at Portland Global Advisors LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portland Global Advisors since 2017. Prior to that, she worked at Bowdoin College from 2015 to 2017. Portland Global Advisors LLC provides discretionary portfolio management and consulting services primarily to high-net-worth individuals, trusts, IRAs, and donor-advised funds. The firm focuses on customized asset allocation aligned with clients’ goals and employs in-house equity and fixed-income research alongside cost-efficient investment vehicles such as ETFs.

Kathleen Hurley is a Series 65-licensed advisor at Portland Global Advisors LLC with one year of industry experience. She has worked at Portland Global Advisors since 2025 and previously held roles at Lucky Catch Lobster, The Swanson Group, and Blake Hurley McCallum & Conley. Outside of her advisory work, she provides bookkeeping services as a sole proprietor. Portland Global Advisors LLC offers discretionary portfolio management and non-discretionary consulting primarily to high-net-worth individuals, trusts, IRAs, and donor-advised funds. The firm focuses on customized asset allocation tailored to clients’ goals and uses in-house research and cost-efficient ETFs, managing over $1 billion in assets with a nine-advisor team.

Leslie Klenk is a financial advisor at Portland Global Advisors LLC with a Series 65 designation and two years of industry experience. She has been with Portland Global Advisors since 2016. Portland Global Advisors LLC provides discretionary portfolio management and consulting services primarily to high-net-worth individuals and trusts, emphasizing customized asset-allocation targets aligned with clients’ investment goals and other financial objectives. The firm manages over $1 billion in discretionary assets through a nine-advisor team and offers regular portfolio monitoring and client communications.

Courtney Walsh is a financial advisor at Portland Global Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing prior to joining Portland Global Advisors in 2021. Portland Global Advisors provides wealth management, family office, and Mission & Impact services primarily to high-net-worth individuals and their related entities. The firm emphasizes asset allocation and diversification through individualized targets and portfolios composed of ETFs and selected individual securities, supported by in-house research and regular client reviews.

David Smith is a Series 65-credentialed advisor at Portland Global Advisors LLC with five years of industry experience. He has worked at Portland Global Advisors since 2020 and previously spent nearly three decades at Dawson, Smith, Purvis & Bassett, P.A., with a brief tenure at Marcum LLP. Portland Global Advisors LLC provides discretionary portfolio management and consulting services primarily to high-net-worth individuals and related entities. The firm uses customized asset allocation strategies based on clients’ goals and employs in-house research to manage portfolios across various securities, with over $1 billion in discretionary assets under management.

Derek Jaskulski is a financial advisor at Portland Global Advisors LLC with 19 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Portland Global Advisors since 1995. Portland Global Advisors LLC provides discretionary portfolio management and non-discretionary consulting services primarily to high-net-worth and individual clients, including trusts, IRAs, and donor-advised funds. The firm focuses on customized asset-allocation strategies aligned with clients’ goals and uses in-house research along with a variety of securities to implement these strategies.

John Sullivan is a financial advisor at Portland Global Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Portland Global Advisors since 1994. Portland Global Advisors LLC provides discretionary portfolio management and non-discretionary consulting services primarily to high-net-worth and individual clients, including trusts, IRAs, and donor-advised funds. The firm emphasizes customized asset-allocation strategies aligned with clients’ investment goals, tax and estate planning, and philanthropic objectives, using in-house research and a range of investment vehicles such as cash, ETFs, ADRs, individual equities, and fixed-income securities.

Anna Mc Kersie is a financial advisor at Portland Global Advisors LLC with a Series 65 credential. She has one year of industry experience and previously worked at Stone Coast Fund Services for five years, along with roles at J.Crew, Kingsley Pines Camp, Bates College, and WEX. Portland Global Advisors provides wealth management, family office, and Mission & Impact services primarily to high-net-worth individuals and their related entities. The firm emphasizes asset allocation and diversification, using a combination of ETFs and selected individual securities, and offers portfolio management alongside philanthropic and coordination services.

Matthew Hanson is a financial advisor at Portland Global Advisors LLC with two years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Freshaire Sensor LLC for eight years. Portland Global Advisors provides wealth management, family office, and Mission & Impact services primarily to high-net-worth individuals, their trusts, IRAs, donor-advised funds, and private foundations. The firm employs an investment approach centered on asset allocation and diversification, utilizing ETFs and select individual securities, and offers discretionary portfolio management alongside support services such as account onboarding and cash-flow forecasting.