Micah Porter | What is the CFA Designation?

Chartered Financial Planner Micah Porter is President and CEO of Minerva Planning Group, a CFA charterholder, and a CERTIFIED FINANCIAL PLANNER™ practitioner. He began work at Minerva in 2003 with extensive experience in business planning and corporate finance. Micah enjoys working together with individual clients to formulate, implement and update their comprehensive financial plans. Additionally, as a CFA charterholder, he is responsible for establishing and implementing Minerva’s overall investment strategy. Micah is a NAPFA Registered Financial Advisor.

Prior to arriving at Minerva, Micah held various positions at XO Communications, a telecommunications startup. While at XO, he was responsible for business planning and product development for the Midwest Region. He later moved to the national sales organization, where he was a top performer and Sales Director of the Year for 2000.

Prior to working at XO, Micah worked at BMG International, a multi-billion dollar entertainment conglomerate with offices in over 40 countries worldwide. Micah was the Executive Assistant to the President, and in that position he was responsible for financial reporting including authoring the annual report for the division and strategic planning. Based on his recommendations, the company launched multi-million dollar expansions in both the international video game and home video markets. Micah assumed responsibility for the launch of these divisions in Spain, Portugal and Latin America. Micah led YA-TV, a Latin music channel based in Caracas, Venezuela, which was a joint venture of BMG, Warner Music and HBO Ole.

Micah received his Masters in International Business with a financial focus from the University of South Carolina in 1993, and graduated magna cum laude from the Honors College of the University of South Carolina in 1991. Micah is fluent in Spanish, and conversant in German.

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Renée

 

Renée Weese is a Financial Planning Consultant with Minerva Planning Group.   She Weese4211_8x10 copyprovides advanced planning and investment consulting through a uniquely focused life

goals approach.  Renée works with successful executives, professionals, business owners and their families on a fee-only basis to align solid financial plans with life goals and to provide guidance and investment management along the way.

Renée brings to her clients a unique business perspective, as well as valuable insights into making successful life transitions, both personally and professionally.  Prior to joining Minerva in 2006, she enjoyed a 20-year career with Hartford Financial Services Group, most recently as President of Omni Insurance Group, a subsidiary of The Hartford.

Renée holds a Master’s Degree from the Goizueta Business School, Emory University, and earned her Financial Planning Certificate from the Boston Institute of Finance, Boston University. She is a registered Investment Advisor Representative and a CERTIFIED FINANCIAL PLANNERTM.

Renée has been featured for her personal experience and insights on CNN.com, in newspapers across the country and in More magazine.  An Atlanta native, Renée is actively involved in the local arts and business communities.

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Matt

Matt Godown is our Client Relationship Manager. He supports Micah and Renee in handling many of the day-to-day tasks critical to the smooth operation of the firm. He is a 2004 graduate of Georgia State University with a B.A. in Economics. He has spent nearly a decade working in financial operations in several capacities, most recently in a liaison role between a large financial custodial firm and their smaller outsourcing clients.  In addition to being well-versed in the operations side of the financial services industry, Matt enjoys interacting with clients directly.

Matt was raised and resides in Atlanta, Georgia and is happily married to his high school sweetheart Heather. They are patiently raising their feisty two year-old daughter.

E-mail Matt

BIOS

Micah Porter is President and CEO of Minerva Planning Group, a CFA charterholder, and a CERTIFIED FINANCIAL PLANNER™ practitioner. He began work at Minerva in 2003 with extensive experience in business planning and corporate finance. Micah enjoys working together with individual clients to formulate, implement and update their comprehensive financial plans. Additionally, as a CFA charterholder, he is responsible for establishing and implementing Minerva’s overall investment strategy. Micah is a NAPFA Registered Financial Advisor.

Prior to arriving at Minerva, Micah held various positions at XO Communications, a telecommunications startup. While at XO, he was responsible for business planning and product development for the Midwest Region. He later moved to the national sales organization, where he was a top performer and Sales Director of the Year for 2000.

Prior to working at XO, Micah worked at BMG International, a multi-billion dollar entertainment conglomerate with offices in over 40 countries worldwide. Micah was the Executive Assistant to the President, and in that position he was responsible for financial reporting including authoring the annual report for the division and strategic planning. Based on his recommendations, the company launched multi-million dollar expansions in both the international video game and home video markets. Micah assumed responsibility for the launch of these divisions in Spain, Portugal and Latin America. Micah led YA-TV, a Latin music channel based in Caracas, Venezuela, which was a joint venture of BMG, Warner Music and HBO Ole.

Micah received his Masters in International Business with a financial focus from the University of South Carolina in 1993, and graduated magna cum laude from the Honors College of the University of South Carolina in 1991. Micah is fluent in Spanish, and conversant in German.

E-mail Micah

 

 

 

Renée Weese is a Financial Planning Consultant with Minerva Planning Group. She provides advanced planning and investment consulting through a uniquely focused life goals approach.

Renée works with successful executives, professionals, business owners and their families on a fee-only basis to align solid financial plans with life goals and to provide guidance and investment management along the way.

Renée brings to her clients a unique business perspective, as well as valuable insights into making successful life transitions, both personally and professionally.  Prior to joining Minerva in 2006, she enjoyed a 20-year career with Hartford Financial Services Group, most recently as President of Omni Insurance Group, a subsidiary of The Hartford.

Renée holds a Master’s Degree from the Goizueta Business School, Emory University, and earned her Financial Planning Certificate from the Boston Institute of Finance, Boston University. She is a registered Investment Advisor Representative and a CERTIFIED FINANCIAL PLANNERTM.

Renée has been featured for her personal experience and insights on CNN.com, in newspapers across the country and in More magazine.  An Atlanta native, Renée is actively involved in the local arts and business communities.

E-mail Renée

 

Matt Godown is our Client Relationship Manager. He supports Micah and Renée in handling many of the day-to-day tasks critical to the smooth operation of the firm. He is a 2004 graduate of Georgia State University with a B.A. in Economics. He has spent nearly a decade working in financial operations in several capacities, most recently in a liaison role between a large financial custodial firm and their smaller outsourcing clients.  In addition to being well-versed in the operations side of the financial services industry, Matt enjoys interacting with clients directly.

Matt was raised and resides in Atlanta, Georgia and is happily married to his high school sweetheart Heather. They are patiently raising their feisty two year-old daughter.

E-mail Matt

 

 

Syed Adnan Huda, CFA is an investment analyst and under Micah’s direction, he conducts investment research and due diligence. He became a CFA Charterholder in 2013 and is an active member of the CFA society. Syed earned his Master of Arts in Economics from the City College of New York where he also completed his Bachelors in Economics with a concentration in Finance.

Syed grew up in New York City, and he is married to Sanjana, a university professor.

 

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