Our Members

Paula Dachis

Paula began her professional career working with insurance and financial planning offices in 1980. From there she moved to a “fee only” Investment Advisory firm in Rockville, MD. While there she was responsible for the migration of information from a manual accounting system to a proprietary computer asset tracking system. She was also responsible for the installation and conversion to Advent software for the firm. Over her tenure she rose from an Account Representative to her final position as Vice President and Director of Managed Accounts. Paula also served as a member of the Investment Committee and was the firm’s Compliance Officer for many years. She developed trading methods which would allow the firm’s accounts to be traded quickly and accurately by leveraging technology and maximizing resources. After years of being sought out at various conventions and meetings with her peers to share her methods and strategies, she decided to open Portfolio Solutions with Heather Rose. Here they could begin focusing on the part of the business that was most satisfying, back office methods and strategies and helping other advisors become as successful as possible. Paula has a BA from Catholic University and spent time as a stand-up comedian after college. She lives with her husband and daughter in Columbia, Maryland.

Heather Rose

Heather holds a Bachelors degree in Finance from the University of Pittsburgh. Heather began her career in investments working as an Account Representative for a nationally known Investment Advisor in Rockville Maryland. While there she was responsible for assisting in the installation of the first Advent software as well as migrating 600 accounts from individual fund families to Charles Schwab. As the business grew, she was involved in trading and managing relationships with Advent and Schwab. It was at this investment firm that Heather and Paula met and a business partnership was born. They struck out on their own in 1994 to form Portfolio Solutions. The business encompasses software support, software conversions, and back office support. The goal is to provide customized support to a variety of advisors across the country.

Support Staff

Lisa Stuart

Lisa has over 15 years experience in back-office operations in the investment community. She has worked for several money managers as Director of Operations whose main focus is high net worth clients. She is proficient in Advent Axys and Schwab Portfolio Center. She has a long-standing relationship with Schwab and has attended various conferences to keep up with their technology. Lisa holds an A.A.S degree from Northern Virginia Community College in Office Systems Technology.