Great things in business are never done by one person.
Jon PorterChief Executive Officer
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.
Eric PattersonChief Investment Officer
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.
Andre advises select private clients and leads the Three Bell Capital corporate retirement plan division, and is focused on designing, structuring and implementing best-in-class 401(k) and executive pension plans, customized to our clients’ organizational needs, goals, and objectives.
William Martin CFACHIEF INVESTMENT STRATEGIST
Will leverages over 30 years of institutional portfolio management and public capital markets expertise across all asset classes, to help lead the Investment Committee’s efforts to design, implement and manage client investment strategies and portfolios.
Jenny ForrestDIRECTOR OF PRIVATE CLIENT SERVICES
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.
BETHANY RATLIFFOPERATIONS MANAGER
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.
Marley AgathaOperations Associate
Marley works closely with Three Bell advisors, the Operations Manager, and clients to ensure that all operational aspects of private wealth management client services are delivered in a timely, efficient, and professional manner.
JEFF LARSEN, CPFA, CPCDIRECTOR OF RETIREMENT PLAN SERVICES
Jeff has been partnering with plan sponsors on plan administration and investment selection for more than 12 years and continues to do that for Three Bell Capital’s 401(k) clients. Jeff has a focus on client management, fiduciary consulting, and plan optimization.
Josh Scheibley, AIF, CPFARetirement Plan Consultant
Josh works with the Three Bell corporate retirement plan team to assist companies in designing, structuring and implementing best-in-class 401(k) and executive pension plans, customized to our clients’ specific organizational needs, goals, and objectives.
Chris FisherClient Service Associate
Chris works with the Three Bell corporate retirement plan team to help clients execute on customized, best-in-class, 401(k) and executive pension plans, emphasizing plan sponsor and participant education, service, and support.
Patty TanRETIREMENT PLAN OPERATIONS ASSOCIATE
Patty works closely with both the corporate retirement plan team and its clients to ensure that operational and administrative aspects of corporate client services are delivered in a timely, efficient, and professional manner.
Jeff CannizzaroRegulatory & Compliance Specialist
Jeff consults with Three Bell Capital’s investment advisers and broker dealers to assist them in complying with both SEC and FINRA regulatory requirements in an operationally efficient manner.