Leslie Portee

Leslie Portee joins the Traverse Capital Management team with over 18 years of experience in Financial Services. Leslie has previously held several client-facing roles within the LPL Financial network as a Client Service Manager, Associate Relationship Manager, and Senior Operations Specialist. Her experience across different roles has provided her with an expansive skill set as a Senior Client Service Associate. While she has worn many hats in the past, her main focus has been providing exceptional customer service. Leslie believes that dependability, flexibility, resourcefulness, and a positive attitude are key attributes to being successful in this task.

Leslie currently resides in Monmouth County, NJ, with her husband and two children. Her favorite activities include live music, comedy, traveling, and spending time with family and good friends at the beach.