Meet the Team
The Portage Team
With several decades of experience in cross border wealth management, Portage brings a wealth of knowledge and expertise to your financial journey. Our experienced team works closely with you to navigate any financial challenge and ensure your wealth sails smoothly through even the choppiest waters.
Darren Coleman, CFP®, TEP, FSCI®
Founder & Chief Executive Officer
Sandra Henderson, CFP®, MBA
Chief Operating & Compliance Officer
Kristian Borean, CFA®, CPA
Chief Investment Officer
Pedro Ostia-Vega, CIM®
Senior Wealth Advisor
Nik Zabaljac, CFP®, CIM®
Portfolio Manager
Neil Vyas, CFP®, CIM®
Senior Wealth Advisor
Ryan Connolly, CFP®, CRPC®
Senior Wealth Planner
Tania Slade , CFA®, CFP®, CRPC®, FCSI®
Senior Wealth Planner
Carolina Altamirano, CFP®, CRPC®
Wealth Planner
Ruby Fernandes
Chief Administrative Officer
Kathy Martinez
Senior Wealth Advisor Assistant
Meena Boparai, MBA
Wealth Advisor Assistant
Alexander Ng, CIM®
Wealth Advisor Assistant