CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
Well Established & Here For You
Our Team
John Conrath
Co-Founder & Managing Partner
John Conrath is a co-founder and managing partner of Portfolio Medics. He is passionate about asset management and the intricacies involved in operating a registered investment advisory firm on a day-to-day basis. He is an Eagle Scout and was a paratrooper in the United States Army. John and his wife reside on Pine Island. In his off time, he enjoys performing with his band, Floyd Nation. You might also find him exploring the backcountry or fly fishing in the beautiful blue waters of Southwest Florida.
John Billy
Co-Founder & Managing Partner
John M. Billy Jr. is a co-founder and managing partner of Portfolio Medics. He is the firm’s Chief Compliance Officer. John’s responsibilities include managing the firm’s day-to-day operations and overseeing portfolio trading and activity. A graduate of The Ohio State University, he has over 18 years of experience in the financial services industry. John and his wife reside in Westerville, Ohio. When he is not working you can find him enjoying watching his kids playing soccer and running.
John Conrath
Co-Founder & Managing Partner
John Conrath is a co-founder and managing partner of Portfolio Medics. He is passionate about asset management and the intricacies involved in operating a registered investment advisory firm on a day-to-day basis. He is an Eagle Scout and was a paratrooper in the United States Army. John and his wife reside on Pine Island. In his off time, he enjoys performing with his band, Floyd Nation. You might also find him exploring the backcountry or fly fishing in the beautiful blue waters of Southwest Florida.
John Billy
Co-Founder & Managing Partner
Christopher Pollina
Business Development
Christopher leads business development for Portfolio Medics. His extensive financial background allows him to work effectively with both financial advisors and clients. With a double major in Economics and Psychology, he furthered his studies and obtained a Certified Financial Planning (CFP®) designation. In his spare time, Christopher is a Scoutmaster and enjoys playing lead guitar with his band. He resides in East Setauket, NY with his wife and three children.
Business Development
Jason services client accounts across the country but his primary focus is working with advisors of Portfolio Medics. Having a flexible, unique approach to both investing and communication enhances the careers of those under his wing. He is an accomplished musician and if you are lucky enough to be in the right place at the right time, you can catch him touring with his band Floyd Nation. Jason lives with his wife and daughter in Fort Myers, FL.
Gareth Thomas
Marketing
Gareth leads marketing at Portfolio Medics, focusing on helping our advisors grow their practices and attract more clients. With a background in financial services and strategic marketing, he brings a practical, advisor-first mindset to everything he does. Gareth has worked internationally and brings a global perspective to the team. Outside the office, he’s into endurance sports and has clocked a few impressive marathon finish times.
You?
Investment Advisor Representative
If you’re a Series 65 or 66/7 holder seeking a new chapter in your career, we'd love to see whether we can be a part of it. All you need to do is click the button below and book a 'Strategy Session' with our team. The call is about you. We’ll determine what it is you’re looking for and figure out the right path to get you there.
Christopher Pollina
Business Development
Christopher leads business development for Portfolio Medics. His extensive financial background allows him to work effectively with both financial advisors and clients. With a double major in Economics and Psychology, he furthered his studies and obtained a Certified Financial Planning (CFP®) designation. In his spare time, Christopher is a Scoutmaster and enjoys playing lead guitar with his band. He resides in East Setauket, NY with his wife and three children.
Jason Collins
Gareth Thomas
Marketing
Gareth leads marketing at Portfolio Medics, focusing on helping our advisors grow their practices and attract more clients. With a background in financial services and strategic marketing, he brings a practical, advisor-first mindset to everything he does. Originally from the UK, Gareth has worked internationally and brings a global perspective to the team. Outside the office, he’s into endurance sports and has clocked a few impressive marathon finish times.
You?
Investment Advisor Representative
If you’re a Series 65 or 66/7 holder seeking a new chapter in your career, we'd love to see whether we can be a part of it. All you need to do is click the button below and book a 'Strategy Session' with our team. The call is about you. We’ll determine what it is you’re looking for and figure out the right path to get you there.
Portfolio Medics is an SEC-registered investment advisory firm.
27499 Riverview Center Blvd Bonita Springs, FL 34134
Phone: (239) 444-1766
Advisory services offered through Portfolio Medics.
Views expressed by Portfolio Medics are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.