Rick Bell

Rick Bell Email and Phone Number

VP, Director of Portfolio Consulting, F/m Investments @ F/m Investments, LLC
Rick Bell's Location
Cincinnati, Ohio, United States, United States
About Rick Bell

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.

Rick Bell's Current Company Details
F/m Investments, LLC

F/M Investments, Llc

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VP, Director of Portfolio Consulting, F/m Investments
Rick Bell Work Experience Details
  • F/M Investments, Llc
    Vp, Director Of Portfolio Consulting
    F/M Investments, Llc Apr 2024 - Present
    Washington, District Of Columbia, Us
  • F/M Investments, Llc
    Investment Specialist / Client Portfolio Manager
    F/M Investments, Llc Aug 2020 - Mar 2024
    Washington, District Of Columbia, Us
    The 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.
  • Crew Capital Management
    Senior Financial Advisor
    Crew Capital Management Aug 2020 - Present
    We 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.
  • Ross Sinclaire Asset Management
    Senior Portfolio Consultant
    Ross Sinclaire Asset Management Dec 2006 - Aug 2020
    Cincinnati, Ohio, Us
  • Minor League Baseball
    Professional Baseball Player
    Minor League Baseball Jun 1997 - Sep 2006
    New York, Ny, Us
    Los Angeles Dodgers, Chicago Cubs, Minnesota Twins, Cincinnati Reds, Kansas City Royals

Rick Bell Education Details

  • Regis University
    Regis University
    Business 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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