Chaz Porter

What exactly do you do at our company?

I assist with the back-end day to day of operations with investment accounts. This consists of billing and fee schedules, updating information on the Orion Platform and the custodians. Managing household information and account access for clients and employees platform access. Running reports and queries for clients’ accounts and invoices.

What is your favorite part about working with McLean?

The communication with everyone feels like a family.

What are three words you'd use to describe McLean?

Innovative, Family, Fun

What's a fun fact about you that many people may not know?

I love art, painting, and drawing.

What do you like to do when you aren't working?

Reading and going outside with my dogs.

Are you a coffee or tea person?

Coffee

How many different states have you lived in?

I have lived in 3 different states. The state I was born and raised in is New Jersey. I also lived in Brooklyn, NY, and now reside in Northeast Philadelphia. Go Birds!

What's your favorite book or movie?

Carmilla and Harry Potter

Early bird or night owl?

Night owl

What food have you tried that was the furthest out of your comfort zone?

FuFu and Egusi. They are African dishes which I love, however I am Caribbean, so I love tres leche which is a Spanish dessert and roti and curry goat. Both are dishes from my Caribbean background.

Investment Operations Specialist