Our Leadership Team

The Portfolio Strategies Leadership Team provides consistent and expert advice on finance and the investment industry to support our advisors and their clients. With just under 100 years of collective experience in the financial services industry, Portfolio Strategies Executives’ accessible insights help our advisors build better businesses.

 
Mark S. Kent, President & CEO

Mark Kent has over 30 years of experience in the financial services industry. He founded Portfolio Strategies Corporation in November 1994, and Portfolio Strategies Securities Inc. in April 2008.

 

Lucia Truong, CPA CGA, COO, co-CFO

Lucia Truong is the Chief Financial Officer at Portfolio Strategies Corporation. Appointed as CFO in July 2017, Lucia oversees PSC’s financial operations.

 

Myra Cameron, CPA CA, CFO

Myra Cameron is the Chief Financial Officer at Portfolio Strategies Corporation. She joined the firm in August of 2020 and was subsequently appointed co CFO.

 

Zachary Cohen, CCO
Chief Compliance Officer

Zachary Cohen was appointed the Chief Compliance Officer in March 2022.

 

Jason Bobee CIM
VP Business Development

Jason joined PSC in April of 2021 as VP Business Development.