Three Bell Capital is comprised of a team of experienced industry professionals dedicated to providing a superior suite of financial services to a limited number of clients for whom we can have tremendous impact.
 
Whether you are a private wealth management client or a business interested in establishing or transitioning a retirement plan, Three Bell Capital is your professional financial resource.
 
When you are ready, please don’t hesitate to contact us at your convenience. We look forward to meeting and speaking with you.

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Three Bell Capital

Jon Porter

Jennifer Forrest

Andre Huaman

Greg Fomin

William Martin

Eric Patterson

The Leadership Team at Three Bell Capital oversees the strategic direction and operational excellence of the company. Comprised of top executives including the Chief Investment Strategist, CEO, Chief Investment Officer (Co-founder), Chief Operating Officer, and Managing Partner, this team ensures that the firm delivers high-impact financial services to its exclusive clientele, ranging from private wealth management to business retirement plans. They are dedicated to fostering growth, innovation, and superior client relationships.

Leadership Team

About

Team members

Other teams at Three Bell Capital

Wealth Management Team