Our Leaders

Portfolio+ is managed by a team of experienced financial services and technology leaders.

dianne cupples portfolio+

Dianne Cupples

Chief Operating Officer (COO)

Dianne is responsible for the daily operations of Portfolio+, overseeing all aspects of procedures, strategic plans, and growth initiatives. Her rich knowledge in the banking/financial services industry provides focus on creating value for customers, employees, and partners through open communication and collaboration across all teams.

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Michael Swan

Vice-President, Research & Development

Michael leads technology strategy, product management and software development for Portfolio+. Throughout his 20+ years of diverse technical and business experience, Michael has focused on successfully driving innovation and transformational change through collaboration, partnerships, and effective adoption of technology.

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LARRY SHORTER portfolio+

Larry Shorter

Vice-President, Customer Success

Larry leads customer delivery and support for Portfolio+ products and services. He is an IT solution, sales, and delivery executive with 30+ years of experience in delivering mission critical financial technology solutions at Fortune 500 companies: Larry has a proven track record of aligning business goals of financial services enterprises with outcomes by leveraging leading edge technology.

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Donna Galloway

Vice-President, Marketing

Donna leads marketing and manages the company’s business and product marketing strategy. With over twenty years in the financial services industry, she has rich experience in product marketing, digital marketing strategy, pre-sales, product design and management across all phases of growth.

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