Chaz Porter
Platform & Custodian Support Specialist
Chaz brings approximately seven years of experience in the financial industry, with a significant portion of his background spent at Orion Portfolio Solutions. Throughout his career, he has gained experience working with custodians including Charles Schwab, Fidelity, Matrix Trust, and others. He is delighted to be part of Summit Wealth Group, where he serves as a Custodian and Platform Specialist.
Outside of work, Chaz enjoys spending time with family and friends. An avid reader, some of his favorite books include Carmilla and The Vampire Chronicles series. He is also passionate about art and enjoys painting and drawing. When he’s not creating or reading, Chaz loves spending time outdoors with his dogs.
