
Three Bell Capital
Email address and contacts
Quick try with Jon Porter from three-bell.com
Three Bell Capital company description
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. Check us out and follow us on Twitter @threebellcap
Employee count
11-50
Industry
Financial ServicesHeadquarter address
4 Main Street, Suite 230, Los Altos, CA 94022, US
Country
United States
Founded
2011
Company website
https://three-bell.com
Key Employees
- Jon PorterCEO
- Dean SomesSenior Portfolio Manager
- Greg FominChief Operating Officer
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New team members of Three Bell Capital
Phellipe Santos
Business Development Officer
Zach Kerr
Senior Portfolio Manager
Connor Delfelder
Wealth Management Operations Coordinator
Brigette Dinglasan
Operations Assistant
Rose Ann Olano
Client Services Associate
Katelyn Harter
Senior Operations Associate

