Three Bell Capital

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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

Key Employees

  • Jon Porter
    CEO
  • Dean Somes
    Senior Portfolio Manager
  • Greg Fomin
    Chief 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
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