Archives: Members

Connor 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

Steve 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 […]

Katelyn 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

Greg 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.

Zach 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.

Dean 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.

Logan 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

JENNY 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

LIZ BOAZ

LIZ BOAZ Client Service Associate 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

MARLEY 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

JOSH 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

JEFF 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

CHRIS 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

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.

Andre 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.

Eric 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.

Jon 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.

Max Canfield

BETHANY 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.

WILLIAM 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.