Planning for entrepreneurs along all phases of a company’s lifecycle is our core expertise. We work collaboratively with clients from founder share inception, pre-liquidity planning, and post-liquidity asset management by providing integrated, comprehensive services guided by a process-driven, values-based approach.
As family CFO, we leverage a carefully-vetted expert team to ensure that clients’ estate plans, tax strategies, and insurance needs are addressed as part of a framework that complements customized investment portfolios.
As the 401(k) plan Investment Advisor, we work with the management team to align plan design with company goals and participant demographics, select the most appropriate platform provider, create and monitor a targeted menu of investment options, including real estate, limited partnership interests, and private company stocks.
We leverage our in-house legal transactional experience and engage our network of institutional buyers to facilitate targeted, professional, discreet private sales, and manage all aspects of the transaction from start to finish.
Prior, Eric was the portfolio manager for independent asset management firm Lehrer Management Company, managing approximately $300 million. Before that, he was a research analyst at Charles Schwab covering hedge fund, private equity, commodity, and venture investments.
Eric holds a BS in Finance and Economics, with honors, from San Diego State. His professional designations include the CAIA charter, Series 7 General Securities Representative, Series 65, Investment Advisory Agent, and he is a CFA Level 2 candidate.
To learn more about Eric, check out his LinkedIn
Prior, Sean managed investor relations at Capital Dynamics responsible for over $1 billion in assets of former HRJ Capital limited partner relationships, served as an advisor and relationship manager for multiple family office clients while at Atlantic Trust, and has consulted to a variety of early-stage endeavors since 1999 following his initial tech career managing enterprise solutions and relationships at AT&T.
Sean holds an MBA from Duke University’s Fuqua School of Business and a BBA from SMU in Management Information Systems, with an Honorary in Decision Sciences. Sean holds FINRA Series 65, 63, 7, and 24 supervisory license, and is a Certified Financial Planner™.
To learn more about Sean, check out his LinkedIn
Andre has a core focus on Three Bell Capital’s entrepreneurial practice and works closely with members of the venture community to provide unique, custom-tailored solutions to entrepreneurs and venture capital firms. On the corporate retirement plan side, Andre works directly with plan participants to assist with asset management and strategic planning. Andre serves as a resource to plan participants for their private wealth management needs and has a strong focus on equity compensation planning for employees of venture-backed companies.
Andre holds a B.S. from Cal Poly in finance and real estate, and is a FINRA Series 7 General Securities Representative, Series 65 Investment Advisory Agent, and Series 63 Uniform State Securities Exam.
To learn more about Andre, check out his LinkedIn
Prior to Three Bell, Meredith worked for two Fortune 500 investment companies, Lord Abbett and The Hartford, where he focused on working with financial advisors to help them develop asset allocation strategies utilizing Lord Abbett and Hartford mutual funds. In that role, Meredith worked with corporate retirement plans helping to structure their investment lineups and conducting plan enrollment and participant support meetings.
Meredith holds a BS in Finance from Jacksonville University, and is Series 7 and 66 licensed.
To learn more about Meredith, check out his LinkedIn
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