Directory

>

Dave Porter

avatar

Dave Porter

Managing Partner | Baystate Financial

Boston, Massachusetts, United States

View contact details (it's free)

Dave Porter

Summary

Dave Porter is a seasoned financial services professional with over 40 years of experience in the industry. As the Managing Partner at Baystate Financial, he leads a team dedicated to providing customized financial solutions, including disability insurance, estate planning, and investment management. Dave's career began at Prudential Insurance, followed by a pivotal role as Sales Manager at New England Financial, where he honed his skills in client relationship management. His extensive background equips him to navigate the complexities of wealth management, ensuring that each client's unique goals are met. Besides his professional achievements, Dave is committed to educating clients about their financial options, fostering a culture of trust and transparency. He holds a Bachelor's degree in Public Administration from West Chester University of Pennsylvania. Outside of work, he is likely to be engaged in community activities or personal development, reflecting his commitment to lifelong learning and service.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Dave Porter

Work Experience

company logo

Managing Partner at

Baystate Financial

August 1996 - Present

company logo

Sales Manager at

New England Financial

January 1986 - January 1992

company logo

Sales at

Prudential Insurance

January 1983 - January 1986

Logos provided by Logo.dev

Dave Porter

Education

West Chester University, Ba

January 1979 - January 1983

Ramsey high school

January 1975 - January 1979

Frequently Asked Questions about Dave Porter

What is Dave Porter email address?

Dave Porter's primary email address is *******@baystatefinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Dave Porter work for?

Dave Porter is a Managing Partner at Baystate Financial, a company specializing in Monetary Authorities-Central Bank.

Where Dave Porter graduated from?

Dave Porter holds a degree in Public Administration from West Chester University.

How can I directly contact Dave Porter?

To contact Dave Porter directly, you can use the email address *******@baystatefinancial.com. Complete contact information is available upon registration with Muraena.

Who is Dave Porter?

Dave Porter is a seasoned financial services professional with over 40 years of experience in the industry. As the Managing Partner at Baystate Financial, he leads a team dedicated to providing customized financial solutions, including disability insurance, estate planning, and investment management. Dave's career began at Prudential Insurance, followed by a pivotal role as Sales Manager at New England Financial, where he honed his skills in client relationship management. His extensive background equips him to navigate the complexities of wealth management, ensuring that each client's unique goals are met. Besides his professional achievements, Dave is committed to educating clients about their financial options, fostering a culture of trust and transparency. He holds a Bachelor's degree in Public Administration from West Chester University of Pennsylvania. Outside of work, he is likely to be engaged in community activities or personal development, reflecting his commitment to lifelong learning and service.

Dave`s contact details

mail

*******@baystatefinancial.com

Colleagues

avatar
Peter Petri

Managing Director

avatar
Robert Porack Clu

Senior Managing Director, Financial Advisor

avatar
Cfp Robin Lovely Ricp Cdfa

Founder & Managing Partner Financial Planner and Investment Advisor

avatar
Crpc Michael Perisho

First Vice President- Investments - Financial Planner

avatar
Joseph Jorge

Chief Financial Officer

avatar
Anthony Nofi

Managing Director

Chfc Kenneth Heiser Casl

Managing Director - Financial Advisory Network, LLC

avatar
Ben Zimbel

Investment Advisor Representative

avatar
Brad Martin

Managing Director

avatar
Brad Simonds

Chief Supervisory Officer

View Contact details (it's free)
Request Profile Removal