Evan Porto
Finance Student at the University of Tennessee, Knoxville
- Role
- Investment Analyst at Oeno Group
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Evan Porto
I’m a Finance major at the University of Tennessee (Class of 2026) with a strong passion…
Experience
Investment Analyst
May 2025 — Present
Reviewed and reconciled high-net-worth client portfolios to verify consistency between investment holdings and wine asset records, enhancing reporting accuracy and client trust- Coordinated the full lifecycle of brokerage agreements and sales documentation to streamline alternative asset transactions and ensure timely settlements- Collaborated with portfolio managers to oversee asset allocations, identify and resolve discrepancies, and uphold compliance with internal investment standards.
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