William Bissett
When I was at NC State, I had the opportunity to take a year and work in Washington DC. It was during this time that I read Alan Greenspan’s book, “Maestro” and decided to finish with an economics degree at NC State. The concept of economics was instantly interesting as it was digesting new data to create new projections – it was dynamic and always being refreshed.
Through my CFP® studies and work with individual clients and now business owners, I have learned that in some ways, economics and financial planning are very much alike. As financial planners, we work with precise and imprecise inputs to create a forecast for the future. It just so happens we do it with families and their businesses.
My professional life has been imperfectively created to bring me here. After spending more than a decade with a fast- growing RIA in Columbia, Maryland with two great mentors, I left, and after a short stint with another firm, started Portus Wealth Advisors in 2019.
In my time in Maryland, I served as the President and Chair of the Maryland chapter of the Financial Planning Association, worked on several national committees, and spoke at industry conferences.
Yet upon moving to Charlotte, I knew I needed to connect with the local ecosystem. Since being here, I have spent most of my time in Charlotte working in the entrepreneurial community. This experience in mentoring young startups through RevTech Labs and LaunchLKN, hosting 167 episodes of the Speaking of Startups podcast, (formerly Charlotte Angel Connection), and being a member of the Charlotte Angel Fund have provided an awesome opportunity to both learn from great entrepreneurs AND give back to the local community.
My professional passion for the next 10 years is attracting talented professionals to Portus to teach them how to deliver exceptional service and advice to our current and future clients.
My personal passion is to work side by side with my wife to help our two kids continue to develop into what they can become. If time and opportunity arise, I would like to do some fly fishing with friends and travel to new places with my family.
I do not watch much TV but love old school jam band style music (Grateful Dead, Allman Brothers and more). I am passionate about wellness and health. I enjoy reading books about business and people.
And if you want the full story of my life in Washington DC and how I came to see Alan Greenspan regularly for 3 months and skipped the White House Y2K celebration I was invited to work, just ask.
William Bissett
When I was at NC State, I had the opportunity to take a year and work in Washington DC. It was during this time that I read Alan Greenspan’s book, “Maestro” and decided to finish with an economics degree at NC State. The concept of economics was instantly interesting as it was digesting new data to create new projections – it was dynamic and always being refreshed.
Through my CFP® studies and work with individual clients and now business owners, I have learned that in some ways, economics and financial planning are very much alike. As financial planners, we work with precise and imprecise inputs to create a forecast for the future. It just so happens we do it with families and their businesses.
My professional life has been imperfectively created to bring me here. After spending more than a decade with a fast- growing RIA in Columbia, Maryland with two great mentors, I left, and after a short stint with another firm, started Portus Wealth Advisors in 2019.
In my time in Maryland, I served as the President and Chair of the Maryland chapter of the Financial Planning Association, worked on several national committees, and spoke at industry conferences.
Yet upon moving to Charlotte, I knew I needed to connect with the local ecosystem. Since being here, I have spent most of my time in Charlotte working in the entrepreneurial community. This experience in mentoring young startups through RevTech Labs and LaunchLKN, hosting 167 episodes of the Speaking of Startups podcast, (formerly Charlotte Angel Connection), and being a member of the Charlotte Angel Fund have provided an awesome opportunity to both learn from great entrepreneurs AND give back to the local community.
My professional passion for the next 10 years is attracting talented professionals to Portus to teach them how to deliver exceptional service and advice to our current and future clients.
My personal passion is to work side by side with my wife to help our two kids continue to develop into what they can become. If time and opportunity arise, I would like to do some fly fishing with friends and travel to new places with my family.
I do not watch much TV but love old school jam band style music (Grateful Dead, Allman Brothers and more). I am passionate about wellness and health. I enjoy reading books about business and people.
And if you want the full story of my life in Washington DC and how I came to see Alan Greenspan regularly for 3 months and skipped the White House Y2K celebration I was invited to work, just ask.
