Rick Bell Email and Phone Number
Dual role as Investment Specialist and Senior Financial Advisor – I am responsible for distribution of investment strategies. Also provide advisory services to individual and institutional clients, specializing in asset allocation strategies and investment management.
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Vp, Director Of Portfolio ConsultingF/M Investments, Llc Apr 2024 - PresentWashington, District Of Columbia, Us -
Investment Specialist / Client Portfolio ManagerF/M Investments, Llc Aug 2020 - Mar 2024Washington, District Of Columbia, UsThe long and diverse experience of the F/m Acceleration team, coupled with the financial strength of the firm’s backers, make F/m Acceleration a compelling resource for asset managers and investors. We believe that active portfolio management by specialized boutiques can produce the long-term results that are vital for investors to reach their goals and mitigate risk. -
Senior Financial AdvisorCrew Capital Management Aug 2020 - PresentWe believe your needs and desires lie at the center of our disciplined investment approach. Only after understanding your reason for investing do we begin to tailor such strategy. We are not interested in keeping up with certain market indexes. We are wanting to implement a portfolio that has broad diversification among ALL asset classes to reduce risk and receive favorable returns over time. Managing risk is what it's all about. Achieving all of your goals and maintaining strong relationships with all clients is our number one goal. -
Senior Portfolio ConsultantRoss Sinclaire Asset Management Dec 2006 - Aug 2020Cincinnati, Ohio, Us -
Professional Baseball PlayerMinor League Baseball Jun 1997 - Sep 2006New York, Ny, UsLos Angeles Dodgers, Chicago Cubs, Minnesota Twins, Cincinnati Reds, Kansas City Royals
Rick Bell Education Details
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Regis UniversityBusiness Administration: Finance
Frequently Asked Questions about Rick Bell
What company does Rick Bell work for?
Rick Bell works for F/m Investments, Llc
What is Rick Bell's role at the current company?
Rick Bell's current role is VP, Director of Portfolio Consulting, F/m Investments.
What schools did Rick Bell attend?
Rick Bell attended Regis University.
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