Dean Somes Email & Phone Number
@three-bell.com
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Who is Dean Somes? Overview
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Dean Somes is listed as Senior Wealth Manager at Three Bell Capital at Three Bell Capital, a company with 11 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at three-bell.com and a matched LinkedIn profile for Dean Somes.
Dean Somes previously worked as Senior Wealth and Portfolio Manager at Three Bell Capital and Vice President and Wealth Manager at Bny Mellon. Dean Somes holds Bachelor Of Arts (B.A.), History And Theater from Boston College.
Email format at Three Bell Capital
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AeroLeads found 1 current-domain work email signal for Dean Somes. Compare company email patterns before reaching out.
About Dean Somes
Dean Somes is currently the Senior Wealth and Portfolio Manager at Three Bell Capital where he constructs, implements and oversees investment portfolios and accounts, utilizes tax-advantaged planning and coordinates complicated estate plans. In addition, he serves on the investment committee for Three Bell. Formerly, Dean was Vice President and Wealth Manager at Bank of New York Mellon and Chief Investment Officer for Cross Capital Partners, LP in Dallas, Texas. At seventeen, Dean discovered his passion for the stock markets while employed for a Dallas-based hedge fund, Tarpon Partners, and continued trading throughout his years at Boston College, where he earned dual B.A. degrees. In 2004, Dean joined Cross Capital Partners, a Texas family office focusing on investment management. He later became Cross Capital Partners’ lead trading authority in 2007 as a result of his ability to interpret complex and abstract ideas and a unique blend of technical and macroeconomic analytical skill. After Cross Capital, Dean became one of the few wealth managers in the DFW area for The Bank of New York. He worked with the team to help build custom portfolios for high net worth families, nonprofits and endowments. Dean was also the only person in the wealth management division at BNY to serve on the national Fixed Income Committee. In addition to managing the portfolio at Cross Capital, Dean provided institutional technical analysis research to the team of fund managers at the first short-only actively managed ETF named “The Active Bear”, (NYSE: HDGE) and the Forensic Accounting ETF (NYSE: FLAG).Dean has been a guest speaker on America Tonight, a national radio program hosted by Emmy-award winner, Kate Delaney, 1190AM Dallas/Ft. Worth as well as several internet television shows focusing on the stock markets. He has been a guest economics lecturer at ESCP London, the world's oldest business school. He is also a published author, having written chapters in two books titled, Your Options Handbook (Wiley, 2011), by Jared Levy and What’s Behind the Numbers? (McGraw-Hill, 2012), by John DelVecchio and Tom Jacobs, which was awarded the 2013 Book of the Year by Stock Trader's Almanac.
Listed skills include Hedge Funds, Alternative Investments, Investments, Asset Managment, and 17 others.
Dean Somes's current company
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Dean Somes work experience
A career timeline built from the work history available for this profile.
Vice President And Wealth Manager
Provide the full array of wealth management solutions to high net worth individuals, family offices, trusts, endowments and pensions.
President
- Established company in early 2012 to provide high-level market analysis to the managers of the actively managed ETFs Ranger Equity Bear (NYSE: HDGE) and the Forensic Accounting ETF (NYSE: FLAG), eventually growing.
- Successfully assist portfolio managers by providing daily technically-based institutional research
- Cultivate additional portfolio objectives for clients by providing a daily newsletter service on stock market trends and trading ideas
- Grow business assets of clients through solid public relations and business introductions.
Portfolio Manager
- Provide all trade ideas and execution for a fund-of-funds portfolio that includes private equity, collateralized loan and debt obligations, distressed credit, event driven, asset-backed lending, long/short equity.
- Develop unique proprietary market timing systems by specializing in volatility strategies, quantitative trading systems, managed futures and technical timing models
- Diversify the portfolio from market shocks by constructing a conservative portfolio of fund managers that consistently exceed annual profit goals
- Retain full control of portfolios by developing and executing trading and money management in-house
- Confidently design and maintain positions by administering all due diligence / quantitative analysis
- Save thousands of dollars annually by performing in-house back office management of A/R, A/P and record keeping
Colleagues at Three Bell Capital
Other employees you can reach at three-bell.com. View company contacts for 11 employees →
Chris Fisher, Chsa
Colleague at Three Bell Capital
Overland Park, Kansas, United States, United States
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Noah Schell
Colleague at Three Bell Capital
Elgin, Texas, United States, United States
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Noah Schell
Colleague at Three Bell Capital
Dallas, Texas, United States, United States
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William Martin, Cfa
Colleague at Three Bell Capital
Los Altos, California, United States, United States
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Josh Scheibley
Colleague at Three Bell Capital
San Francisco Bay Area, United States
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JF
Jennifer Forrest
Colleague at Three Bell Capital
Los Altos, California, United States, United States
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CD
Connor Delfelder
Colleague at Three Bell Capital
Kansas City Metropolitan Area, United States
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EB
Elisabeth Boaz
Colleague at Three Bell Capital
Folsom, California, United States, United States
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SS
Steve Stroud, Aif®
Colleague at Three Bell Capital
Dallas, Texas, United States, United States
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Andre Huaman
Colleague at Three Bell Capital
Los Altos, California, United States, United States
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Dean Somes education
Bachelor Of Arts (B.A.), History And Theater
Education record
Frequently asked questions about Dean Somes
Quick answers generated from the profile data available on this page.
What company does Dean Somes work for?
Dean Somes works for Three Bell Capital.
What is Dean Somes's role at Three Bell Capital?
Dean Somes is listed as Senior Wealth Manager at Three Bell Capital at Three Bell Capital.
What is Dean Somes's email address?
AeroLeads has found 1 work email signal at @three-bell.com for Dean Somes at Three Bell Capital.
Where is Dean Somes based?
Dean Somes is based in Dallas, Texas, United States while working with Three Bell Capital.
What companies has Dean Somes worked for?
Dean Somes has worked for Three Bell Capital, Bny Mellon, Anadromous Research, Llc, and Cross Capital Partners.
Who are Dean Somes's colleagues at Three Bell Capital?
Dean Somes's colleagues at Three Bell Capital include Chris Fisher, Chsa, Noah Schell, Noah Schell, William Martin, Cfa, and Josh Scheibley.
How can I contact Dean Somes?
You can use AeroLeads to view verified contact signals for Dean Somes at Three Bell Capital, including work email, phone, and LinkedIn data when available.
What schools did Dean Somes attend?
Dean Somes holds Bachelor Of Arts (B.A.), History And Theater from Boston College.
What skills is Dean Somes known for?
Dean Somes is listed with skills including Hedge Funds, Alternative Investments, Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, and Equity Research.
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