Three Bell Capital LLC
Three Bell Capital LLC (CRD# 159736) is a financial advisory firm headquartered in Los Altos, CA. They manage $490,165,073 in 179 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management490MILLION
Total Number of Accounts179ACCOUNTS
Average Account Value$2,738,352
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, NY, TX, WA
Bill Martin, CFA is a Senior Managing Director and Investment Strategist at Three Bell Capital in Los Altos, CA and has over 30 years of experience in the investment industry.
Bill helps lead the Three Bell Investment Committee’s efforts to design, implement and manage client investment strategies and portfolios. Bill brings to Three Bell over 30 years of experience as an institutional investor and senior portfolio manager, 27 of which were spent at American Century, one of the largest mutual fund families in the world.
While at American Century, he managed over $10 billion in investments worldwide across all asset classes including stocks, bonds, commodities, and currencies, consistently earning 5 Star Morningstar ratings, as well as numerous other professional investment accolades.
Bill attained his CFA designation in 1991. While all investment advisors have licenses allowing them to offer investment advice, few have a CFA designation. As an institutional money manager, he frequently appeared on CNBC, Bloomberg TV & Radio, Fox News, BusinessWeek, New York Times, Barron’s, Wall Street Journal, Financial Times, USA Today, Los Angeles Times, and he has spoken at institutional investment conferences including Journal of Finance, Charles Schwab, Morningstar, and Pensions & Investments.
Jon Porter is the Founder and CEO of Three Bell Capital, located in Los Altos, CA. Jon has over 10 years of experience as a wealth management professional, and has been a licensed attorney for over 15 years.
Jon leverages his legal training, working in concert with the entire Three Bell Capital team to provide comprehensive wealth management services to the entrepreneurial community.
In particular, Jon helps private clients develop a plan for their wealth which includes asset management, estate planning, tax strategy, insurance coverage, and lending, and coordinates those efforts across clients' network of professional advisors.
Jon also works with the Three Bell corporate retirement plan division helping clients establish and manage 401(k), cash balance, and deferred comp plans, with a particular emphasis on venture, private equity, and professional services firms and high growth technology companies.
For clients seeking private company liquidity, Jon works as representative of a FINRA-registered broker dealer to facilitate private stock transactions.
Eric Patterson (CRD# 5657960) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 6 years of experience in the finance industry.
Andre Huaman (CRD# 5959431) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 4 years of experience in the finance industry.
Jeffrey Larsen (CRD# 6390485) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 2 years of experience in the finance industry.