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Portfolio Announces New CFO, Treasurer

July 28, 2015

LAKE FOREST, Calif. — Reinsurance program manager Portfolio has named Pam Hamilton executive vice president and treasurer. The firm also announced that Robert Dickey Was appointed executive vice president and CFO.

A certified public accountant (CPA) with more than 33 years in insurance, reinsurance and taxation accounting for both public and private firms, Hamilton will handle all treasury functions out of the firm’s Dallas office. She previously spent 10 years with KPMG, the audit, tax and advisory firm. She is a graduate of the University of Houston, where she earned a bachelor’s degree in business administration, and a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of CPAs.

Also a licensed CPA, Dickey brings a broad background in finance, accounting and general management. In his new role, he will lead Portfolio’s investor relations, financial reporting, financial forecasting and analysis, and the firm’s accounting department functions out of Portfolio’s Lake Forest, Calif., office. Dickey most recently held a number of executive leadership positions at Protective Life’s Asset Protection Division. He’s also held executive roles at Assurant.

Dickey earned a bachelor’s degree in accounting from the University of Florida and received a Master of Business Administration degree from Maryville University. He is also a member of the AICPA, is a Chartered Global Management accountant and has earned professional certification in project management.

“Because of our rapid and substantial growth, it has become necessary for us to have a seasoned senior executive responsible for the company’s treasury related functions, including cash management investment strategies, tax management and banking relationships,” said Brent Griggs, Portfolio’s CEO.

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