Portside Wealth Group
Chief Operating Officer, Co-Founder
Will Snider
Will entered the financial services industry in 2013, gaining experience in front-office operations before becoming licensed and shifting to back-office RIA and broker/dealer operations. He has helped build and scale multiple businesses’ operations. Prior to that, Will served in the Army for 9 years, and obtained a degree in International Relations from BYU. He and his wife are proud parents of four growing children.
Will is a FINRA Series 66 licensed financial professional, and also holds a PMP (Project Management Professional)® designation.
Co-Founder
Kurt Brown
Kurt has nearly 25 years of experience managing portfolios for Fortune 500 companies, hedge funds, university endowments, and individual accounts. Prior to co-founding Portside Wealth, Kurt was founder and CIO of TownSquare Capital, where he continues to serve on the Investment Committee. Kurt previously co-founded MicroBenefits China—an employee engagement platform for factory workers in China—and is on the Founder’s Board of the Ballard Center for Economic Self Reliance at BYU.
Kurt holds a FINRA Series 65 registration.
Chief Compliance Officer, Co-Founder
Staci Compagno, CRCP®
Staci brings over 20 years of management and supervision experience, and prides herself in having developed and implemented robust compliance, risk assessment, advertising, supervisory, and training and monitoring programs. Staci has successfully guided broker/dealer and RIA firms through many regulatory audits.
Staci has earned Series 24, 7, 63, 66 and 53 securities registrations, along with successfully earning the CRCP (Certified Regulatory Compliance Professional)® designation.