Dina Porter

Director of Portfolio Management

Phone: 610-429-9050
Fax: 610-429-9279
E-mail:

Dina performs portfolio administration and asset allocation for our existing clients, executing all mutual fund, stock and bond trades within our portfolios.  She is an integral member of the Investment Management Committee and is also involved in the tax loss harvesting and rebalancing decisions made on behalf of each client.  In addition to her bright mind and highly organized work ethic, Dina has the most contagious laugh of all of us.

Dina is a graduate of Emmanuel College in Boston, Massachusetts with a double major in Economics and Political Science.  She has been in the investment industry since 1991 and with Key Financial, Inc. since 2000.  Prior to joining us, Dina worked at Vanguard and Lockwood Financial Services.

In her spare time, Dina enjoys riding and competing in local and regional East Coast hunter/jumper horse shows.  She and her husband, Jim own Stony Bridge Farm, LLC, an equestrian facility in Spring City, Chester County.  They reside there with their 2 dogs, 3 cats, and show horses, “I’ll Take Manhattan” and “Last Call” and retired Grand Prix horse “John Patches.”

*Dina is a registered assistant with Royal Alliance Associates