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, a Series 65 advisory license, 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 FINRA Series 65 licensed.
To learn more about Andre, check out his LinkedIn
Prior, Sao was a financial advisor at Morgan Stanley Smith Barney’s Global Wealth Management Team, where she advised multiple members of the entrepreneurial community. Before that, she held business development roles negotiating M&A deals between foreign entities and Southeast Asia, served as a tax consultant at Mohler, Nixon & Williams, and worked in audit and assurance at Grant Thornton.
Sao holds a BS in Corporate Finance Management, with honors, from San Jose State. Sao holds a FINRA Series 7 and a Series 66.
To learn more about Sao, check out her LinkedIn
Visit Jeff's LinkedIn
Visit Kirk's LinkedIn
Visit Michael's LinkedIn
Visit Bryan's LinkedIn
Visit Braughm's LinkedIn
Visit Kelly's LinkedIn