About Portia

Portia Culley is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

With over twenty years of seasoned proficiency in the financial services industry, she provides wealth management services to a varied client base, including high-net-worth individuals, professional services practitioners, small business owners and foundations.

Portia views herself as a problem solver and employs a customer-centric style that couples sophisticated planning with her warm and empathetic nature. As the first point of contact for clients, she serves as a powerful guide and gateway to the full complement of resources at J.P. Morgan. Portia has built a reputation for her dedication in leveraging the firm's global investment platforms to help resolve any challenges that her clients may face.

Before joining J.P. Morgan in 2013, Portia was a Vice President at Credit Suisse, and previously Deutsche Bank. She began her financial services career in 1999 with Goldman Sachs.

A graduate of Georgetown University with a B.A. in Economics, Portia also received an M.B.A. in International Business from the University of Miami. She holds the CERTIFIED FINANCIAL PLANNER® designation, one of the most respected wealth management certifications in the industry. She is also an Accredited Investment Fiduciary® (AIF®) designee.

Portia was raised in São Paulo, Brazil, in an English-Brazilian family and speaks fluent Portuguese. Her upbringing imparts a cultural perspective that differentiates her from her peers.

Now residing in Palm Beach Gardens, Portia is heavily involved in charitable endeavors. She is a Big Sister of Big Brothers Big Sisters of Palm Beach. She is also on the board of Bush Wildlife Sanctuary, a non-profit focused on rehabilitating endangered species and re-introducing those species in their natural habitats.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Markets

A half-year roundup: 50 events shaping 2025 so far

July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Family Legacy

Protect your passion: Make the most of your car collection

July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.