Dean Somes

Dean Somes Email and Phone Number

Senior Wealth Manager at Three Bell Capital @ Three Bell Capital
los altos, california, united states
Dean Somes's Location
Dallas, Texas, United States, United States
Dean Somes's Contact Details
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.

Dean Somes's Current Company Details
Three Bell Capital

Three Bell Capital

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Senior Wealth Manager at Three Bell Capital
los altos, california, united states
Website:
three-bell.com
Employees:
11
Dean Somes Work Experience Details
  • Three Bell Capital
    Senior Wealth And Portfolio Manager
    Three Bell Capital May 2021 - Present
    Dallas, Texas, United States
  • Bny Mellon
    Vice President And Wealth Manager
    Bny Mellon Sep 2019 - May 2021
    Dallas, Texas
    Provide the full array of wealth management solutions to high net worth individuals, family offices, trusts, endowments and pensions.
  • Anadromous Research, Llc
    President
    Anadromous Research, Llc Jan 2011 - Sep 2019
    Dallas/Fort Worth Area
    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 company to include other managers and capital management companies to assist them with their trading strategies.• 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.
  • Cross Capital Partners
    Portfolio Manager
    Cross Capital Partners Jul 2004 - Sep 2019
    Dallas, Texas
    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, merger arbitrage, mortgage-backed securities, and managed futures.• 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• Create a lasting and powerful company reputation by overseeing all public relations, event coordination and brand management for the company

Dean Somes Skills

Hedge Funds Alternative Investments Investments Asset Managment Portfolio Management Equities Asset Allocation Equity Research Investment Management Investment Strategies Trading Due Diligence Finance Mutual Funds Asset Management Fund Of Funds Quantitative Analytics Trading Strategies Etfs Fixed Income Options

Dean Somes Education Details

Frequently Asked Questions about Dean Somes

What company does Dean Somes work for?

Dean Somes works for Three Bell Capital

What is Dean Somes's role at the current company?

Dean Somes's current role is Senior Wealth Manager at Three Bell Capital.

What is Dean Somes's email address?

Dean Somes's email address is de****@****ail.com

What schools did Dean Somes attend?

Dean Somes attended Boston College, Southern Methodist University.

What are some of Dean Somes's interests?

Dean Somes has interest in Marathoner, Avid Mountaineer.

What skills is Dean Somes known for?

Dean Somes has skills like Hedge Funds, Alternative Investments, Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, Equity Research, Investment Management, Investment Strategies, Trading, Due Diligence.

Who are Dean Somes's colleagues?

Dean Somes's colleagues are Connor Delfelder, Steve Stroud, Aif®, Noah Schell, Josh Scheibley, Noah Schell, Chris Fisher, Chsa, William Martin, Cfa.

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