Private Wealth Management
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.
Corporate Retirement Plans
Minimizing fiduciary risk while providing optimal investment options is essential to a 401(k) plan that can attract and retain top talent in a competitive job market.
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.
Private Placement Transactions
Creating early liquidity opportunities for founders and employees through individual private placement transactions or company sponsored tender offerings helps balance the dichotomy of an elongated IPO process and the reasonable needs for individual risk mitigation and lifestyle security.
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.
Jon Porter, Managing Partner & CEO
Jon works with the team to set strategic direction and establish partnerships with complementary service providers, while leveraging his legal background to help deliver comprehensive private wealth management and corporate retirement plan services to clients. Check out Jon's LinkedIn
Eric Patterson, Managing Partner & CIO
Eric heads Three Bell Capital’s Investment Committee and due diligence efforts, and implements private client portfolio management decisions made by the team. Eric works with the team to translate each client’s personal goals and objectives into a targeted investment plan. Check out Eric's LinkedIn
Andre Huaman, Partner
Andre advises select private client and leads the corporate retirement plan division, and is focused on designing, structuring and implementing best-in-class 401(k) and executive pension plans, customized to clients’ organizational needs, goals, and objectives. Check out Andre's LinkedIn
Jenny Forrest, Client Services Director
Jenny works closely with the entire team and heads up all operational aspects of new and ongoing client service needs, including onboarding new clients and coordinating and processing client account needs. Check out Jenny's LinkedIn
Bethany Ratliff, Operations Associate
Bethany works closely with the Three Bell Capital team and clients to ensure that all operational aspects of private and corporate client services are delivered in a timely, efficient, and professional manner. Check out Bethany's LinkedIn
Chief Administrative Partner
Jeff's multi-faceted experiences and legal background span all aspects of a venture firm's fund formation and administration, providing a client's perspective for our corporate services business. Check out Jeff's LinkedIn
Braughm's work as a CFO for micro-VC firms has him sleeves rolled up from the initial cap table to follow-on financings, learning how to best serve the new generation of VC's in our ecosystem. Check out Braughm's LinkedIn
Chief Executive Officer
Kelly brings deep entrepreneurial and venture fund operational experience to our team, and advises on all aspects of holding alternative investments in self directed IRA's and 401(k) accounts. Check out Kelly's LinkedIn
Chief Executive Officer
Bryan's expertise in complexities of risk management and insurance needs for private equity, venture funds, portfolio companies and entrepreneurs, is a great complement to our wealth management practice. Check out Bryan's LinkedIn