Our Mission

At Portfolio our mission is to sustain and enhance our clients’ lifestyles by protecting the wealth entrusted to us and managing portfolios to meet each client’s individual needs and desires.

Our standard of excellence is evidenced in the work we put into independent stock, bond, and mutual fund research seeking the best possible investments to use in reaching our clients’ financial objectives.

As a client-centered firm, we understand the many factors that influence our clients’ needs from current situation to a search for a legacy. We are committed to provide for the changing circumstances life may present to our clients.

Our Team

Tracy Ann Miller, Managing Principal

Tracy Ann Miller’s impressive experience as an investment professional has always been focused on her clients’ hopes and desires. As a Certified Financial Planner (CFP), Tracy is dedicated to creating a personalized investment strategy for each individual. Her impeccable attention to detail and expertise in financial planning is evident in the comprehensive investment advice she provides for her clients. Early in her career, Tracy was a Registered Principal with InterSecurities, an Estate Planning Specialist for Estate Concepts, Inc, and a Broker Manager for John Hancock Mutual Life Insurance Company. Before joining Portfolio, LLC in 2009 she worked for 12 years with Charles Schwab as a V.P. Financial Consultant where she managed over $250 million in assets. Tracy holds a BA degree from the University of Oklahoma. In addition to the CFP credential, Tracy is a Chartered Financial Consultant and Chartered Life Underwriter. She is a member of the Estate Planning Council of Oklahoma City and Treasurer of the Board of the Riverbend West Lake Owners Association, Inc.

Lee Eugene Munson, Chief Investment Officer

Lee Eugene Munson has a significant and salient background in the financial services industry. Early in his career, he worked as a speculative stock trader on Wall Street during the dot-com boom and bust until he had an epiphany. Lee began to question everything about his approach to investments starting with the basics. He returned to his home in New Mexico to begin down the long road dedicated to accomplish every aspect of his goal. While a Vice President of Schwab Private Client in Albuquerque, Mr. Munson earned a Certified Financial Planner designation and passed the rigorous exams to become a Chartered Financial Analyst. Lee’s conspicuous success, acumen, and client satisfaction lead inevitably to the formation of Portfolio, LLC, a company dedicated to independent research and value investing. Lee is a frequent guest on CNBC’s “Closing Bell”, writes the monthly column “Money 101” for the New Mexico Business Weekly, and has been quoted in numerous publications. Mr. Munson is a graduate of the prestigious St. John’s College in Santa Fe. He serves on the boards of the New Mexico Estate Planning Council and the Financial Planning Association of New Mexico.

Lorraine Ell, Director of Client Relations

Lorraine Ell is an entrepreneur with extensive international experience who acutely understands the nature of risk. In the 70’s Ms. Ell managed training projects for Fortune 500 companies in Saudi Arabia and Iran. Later she co-founded a regional investment firm where she was a broker and compliance officer managing assets over 80 million. Ms. Ell also co-founded ADMARK, Kft, an import and distribution company of American health and beauty products, in the 1990’s in Hungary. Lorraine represents Portfolio, LLC as an investment advisor and Director of Client Relations. A graduate with high honors from Michigan State University with both BA and MA degrees; she is a distinguished member of Phi Kappa Phi National Honor Society. Lorraine served on the boards of The American Chamber of Commerce in Hungary and the American International School of Budapest and was the publisher of Business Hungary Magazine. She is co-chair of the mentorship committee for ACCION New Mexico and serves on the board of the Albuquerque Committee on Foreign Relations.

George Lawrence-Ell, Director of Business Development

George Lawrence-Ell’s global perspective originated with graduate degrees in both International Relations and Applied Linguistics but was truly forged in the competitive world of international business. Early in his career, George managed projects for Fortune 500 firms in the Middle East and taught at a number of universities both here and abroad, including Michigan State University where he completed his graduate studies. As a “serial entrepreneur” George co-founded, ADMARK, Kft. in Eastern Europe shortly after the fall of communism. The company was cited for excellence in 1998 by the Commercial Division of the US Embassy in Hungary. George also served as a Gold Key Consultant for the Embassy and advised international firms hoping to enter the Hungarian market. Prior to his return to the US he founded and directed The Human Intelligence Research Institute in Vienna, Austria. When time permits, he continues to teach courses in Management and Global Business Strategies. In the 1980s Mr. Lawrence-Ell, then a registered investment advisor and CFP, co-founded a regional investment firm helping to build it into a recognized presence for a select and sophisticated clientele. His broad knowledge and experience continue to inform the strategies and mission of Portfolio, LLC.

Grant Thayer, Investment Advisor Representative
As a graduate of Thunderbird, the Global School of Management, with an MBA in International Management, Grant Thayer is ideally suited to meet clients’ investment needs from a global perspective. Born and raised in Modesto, California, Grant has lived in Barcelona, Spain; Guadalajara, Mexico; and São Paulo, Brazil. He speaks both Spanish and Portuguese.

After graduating with a BS degree in Commerce from Santa Clara University, where he excelled as a student athlete on the SCU Men’s Water Polo team, Grant worked for the Gallo family, owners of the industry powerhouse E&J Gallo Winery, as a sales consultant. To pursue the quality of life for his young daughter and wife only found in New Mexico, Grant requested a transfer to Albuquerque and became Gallo’s New Mexico Sales Manager. He later worked as the Senior Economic Analyst for a boutique consulting company- Energy, Economic and Environmental Consultants, before joining Portfolio, LLC as an Investment Advisor Representative.

An avid golfer, Grant is a member of the Four Hills Country Club and is active in the Albuquerque Metro Rotary Club and various chambers’ of commerce.

Ryan Vanzo, Junior Analyst

An avid investor since the age of 10, Ryan Vanzo has appeared on Fool.com, GuruFocus.com and InvestSide.com. He is quoted frequently on Yahoo! Finance, and publishes regular articles on SeekingAlpha.com. As a student of finance at Bentley University, Ryan has a fresh perspective and a passion for making money. He has a track record of identifying value stocks that outperform the market.