Cindy I. Portillo

Onboarding Associate

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  • Client Services & Onboarding

cindy@cassaday.com

Cindy Portillo is an Onboarding Associate at Cassaday & Company, Inc. and has been with the firm since August 2019.

She guides clients through the onboarding process, initiates and monitors account transfers, and helps maintain communication between clients and advisors. She is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.

Cindy graduated from the University of Richmond with a Bachelor of Arts in Global Studies and earned a Master of Arts in International Studies from the University of Connecticut. She is currently enrolled as a part-time doctoral student at the University of Maryland, pursuing a degree in Education Policy and Leadership.

Cindy is a native of Arlington, Virginia and loves Redskins football. In her spare time, she enjoys trying out new zipline courses.