THREE BELL CAPITAL

three-bell-capital-logo

Three Bell Capital is a boutique, independent, comprehensive wealth management firm serving the entrepreneurial community. Three Bell Capital's private wealth management practice serves executives and early employees that represent some of the fastest growing and most successful private and public companies in the United States. Three Bell Capital's corporate practice includes some of the most well-respected and successful venture capital firms in the industry. Three Bell's corporate practice ranges from corporate retirement plans, cash balance plans, and private placement/secondary market transactions for private company stock.

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THREE BELL CAPITAL

Social Links:

Industry:
Financial Services Wealth Management

Founded:
2011-01-01

Status:
Active

Contact:
(650) 843-9836

Email Addresses:
[email protected]

Technology used in webpage:
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Current Advisors List

bryan-costello_image

Bryan Costello Advisor @ Three Bell Capital
Advisor
2011-09-05

jeffrey-bloom_image

Jeffrey Bloom Advisory Board Member @ Three Bell Capital
Advisor
2014-01-01

kelly-rodriques_image

Kelly Rodriques CEO, Pensco Trust Company @ Three Bell Capital
Advisor

Current Employees Featured

jonathan-porter_image

Jonathan Porter
Jonathan Porter Chief Executive Officer @ Three Bell Capital
Chief Executive Officer
2011-11-01

eric-patterson_image

Eric Patterson
Eric Patterson Chief Investment Officer @ Three Bell Capital
Chief Investment Officer
2011-07-01

andre-huaman_image

Andre Huaman
Andre Huaman Partner @ Three Bell Capital
Partner
2012-05-01

william-martin_image

William Martin
William Martin Senior Managing Director and Investment Strategist @ Three Bell Capital
Senior Managing Director and Investment Strategist
2017-01-01

jeff-larsen_image

Jeff Larsen
Jeff Larsen Retirement Plan Services Director @ Three Bell Capital
Retirement Plan Services Director
2016-01-01

josh-scheibley_image

Josh Scheibley
Josh Scheibley Retirement Plan Consultant @ Three Bell Capital
Retirement Plan Consultant
2018-01-01

jenny-forrest_image

Jenny Forrest
Jenny Forrest Director of Private Client Services @ Three Bell Capital
Director of Private Client Services
2013-01-02

patty-tan_image

Patty Tan
Patty Tan Corporate Retirement Plan Operations Specialist @ Three Bell Capital
Corporate Retirement Plan Operations Specialist
2018-01-01

Founder


eric-patterson_image

Eric Patterson

jonathan-porter_image

Jonathan Porter

Acquisitions List

Date Company Article Price
2018-01-10 BPM - Retirement Plan Consulting Services BPM - Retirement Plan Consulting Services acquired by Three Bell Capital N/A
2017-01-01 Altos Investments Altos Investments acquired by Three Bell Capital N/A

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