Archives: Members
SUNKUL SONI
Sunkul is Senior Advisor with Three Bell Capital. He draws from his over 12 years of experience at Citi and now brings a more robust and boutique offering to clients. Leading Three Bell’s efforts to advise private family and corporate retirement plan clients.
More infoSteve Stroud
STEVE STROUD Steve works directly with Private Wealth Clients to advise and execute on all aspects of portfolio construction and asset allocation, as well as comprehensive planning including estate planning, risk management, tax strategy, and charitable giving. Steve also sits on the Three Bell Investment Committee, assisting with investment due diligence, selection, and monitoring. Responsibilities […]
More infoMARLEY DICKSON
MARLEY DICKSON Marley works closely with Three Bell advisors and clients to ensure that all operational aspects of private wealth management client services are delivered in a timely, efficient, and professional manner. Responsibilities Private Client Operations New Client Onboarding Portfolio Review Reporting Fund Documentation
More infoLIZ BOAZ
LIZ BOAZ Client Service Manager Liz serves as a team liaison for Three Bell advisors and clients to ensure that all operational aspects of private wealth management client services are delivered in a timely, efficient, and professional manner. Responsibilities Primary Client Service Liaison Private Client Operations New Client Onboarding Existing Client Reporting
More infoLogan Wiebusch
Logan Wiebusch Logan brings 5 years of financial services experience to Three Bell. Logan is responsible for both delivering critical services and support to clients and building important infrastructure for the retirement advisors that support those clients. Responsibilities Client Onboarding and Implementation Operational Infrastructure Client Meeting and RFP Preparation Plan Conversion and Implementation Coordination
More infoKatelyn Grubb
KATELYN GRUBB Katelyn works in conjunction with Three Bell’s Operations Manager to open client accounts, process investment documents, effectuate transfers, and generally support the operational buildout of client portfolios. Responsibilities Private Client Operations New Client Onboarding Account Opening Account Transfers Subscription Documentation Investment Authorizations Reporting Operations Infrastructure
More infoJOSH SCHEIBLEY, AIF, CPFA
JOSH SCHEIBLEY, AIF, CPFA 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. Responsibilities Plan Design Fiduciary Support Platform Selection Participant Education
More infoJEFF LARSEN, CPFA, CPC
JEFF LARSEN, CPFA, CPC 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. Responsibilities Plan Design Fiduciary Support Plan Compliance Participant Education
More infoJon Porter, 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.
More infoGreg Fomin, JD
Bio: As COO, Greg leverages almost three decades of legal, compliance, due diligence, investor relations, and operational executive experience on behalf of Three Bell. He is directly responsible for all middle and back office operations, as well as all firm legal and regulatory compliance matters.
More infoDean Somes
Dean works directly with Private Wealth Clients to advise and execute on all aspects of portfolio construction and asset allocation, as well as comprehensive planning including estate planning, risk management, tax strategy, and charitable giving. Dean also sits on the Three Bell Investment Committee, assisting with investment due diligence, selection, and monitoring.
More infoEric Patterson, Chief 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.
More infoVirginia Debbink, QKA, CPFA®
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.
More infoWILLIAM MARTIN, CFA
Our team takes over everything, from an idea and concept development to realization. We believe in traditions and incorporate them within our innovations. All our projects incorporate a unique artistic image and functional solutions. Client is the soul of the project. Our main goal is to illustrate his/hers values and individuality through design.
Our team takes over everything, from an idea and concept development to realization. We believe in traditions and incorporate them within our innovations. All our projects incorporate a unique artistic image and functional solutions. Client is the soul of the project. Our main goal is to illustrate his/hers values and individuality through design.
More infoConnor Delfelder
CONNOR DELFELDER Connor works in conjunction with Three Bell’s Operations Manager to open client accounts, process investment documents, effectuate transfers, and generally support the operational buildout of client portfolios. Responsibilities Private Client Operations New Client Onboarding Account Opening Account Transfers Subscription Documentation Investment Authorizations Reporting Operations Infrastructure
More infoAndre Huaman, Managing Partner
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.
More infoZach Kerr
Zach works directly with Private Wealth Clients to advise and execute on all aspects of portfolio construction and asset allocation, as well as comprehensive planning including estate planning, risk management, tax strategy, and charitable giving. Zach also sits on the Three Bell Investment Committee, assisting with investment due diligence, selection, and monitoring.
More infoCHRIS FISHER
CHRIS FISHER 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. Responsibilities Fiduciary Support Platform Selection Participant Education Plan Reviews
More infoSid Nikam
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.
More infoJENNY FORREST
Jenny Forrest 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. Responsibilities Private Client Operations New Client Onboarding Portfolio Review Reporting Fund Documentation
More infoMax Canfield
MAX CANFIELD Skills Photoshop 95% Illustrator 65% 3D MAX 75% More infoBETHANY RATLIFF
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.
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