Michael J. Portman, CRPC®

Michael J. Portman, CRPC®

Associate Vice President/Investments

Mike joined Stifel in 2013 after serving as a Financial Consultant with A.G. Edwards and later with Merrill Lynch for 13 years.  Prior to becoming a financial advisor, he acquired extensive experience in lending and management working for local banks in St. Joseph for 22 years.  He has also attained the Chartered Retirement Planning CounselorSM (CRPC®) designation from The College for Financial Planning. 

Active in his community, Mike has served as a board member and in leadership positions with various organizations, including Community Housing Ministry, Pony Express Historical Society, United Way, Buchanan County Tourism Board, St. Joseph Chamber of Commerce, and Ducks Unlimited.

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