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, CFO

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

 

Lolita Ramirez, Manager, Operations

Lolita Ramirez joined Portfolio Strategies as an Advisor Support in February 2006.

 

Minetta McDonald, CFP
Senior Manager, Advisor and Client Relations

Minetta joined Portfolio Strategies in 2020.