Jon Porter

Jon Porter Email and Phone Number

CEO, Three Bell Capital @ Three Bell Capital
Jon Porter's Location
Los Altos, California, United States, United States
Jon Porter's Contact Details

Jon Porter personal email

n/a
About Jon Porter

Leading Three Bell’s efforts to advise private family and corporate retirement plan clients.Founded at the geographic epicenter of entrepreneurship in the heart of Silicon Valley, Three Bell Capital is uniquely positioned to provide comprehensive, actionable, unbiased, financial advice to families who’s financial lives are, or are about to become, substantial and complex enough to warrant professional assistance. We help clients develop a plan for their wealth which includes asset management, estate planning, tax strategy, insurance coverage, and lending, and we coordinate those efforts across our clients' network of professional advisors.Three Bell Capital complements its private wealth management practice with a corporate retirement plan division that helps clients establish and manage 401(k), cash balance, and deferred comp plans.

Jon Porter's Current Company Details
Three Bell Capital

Three Bell Capital

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CEO, Three Bell Capital
Jon Porter Work Experience Details
  • Three Bell Capital
    Ceo
    Three Bell Capital Nov 2011 - Present
    Los Altos, Ca, Us
    Jon leads Three Bell's efforts to provide private wealth management and corporate retirement plan clients with holistic, unbiased, conflict-free, financial advice.
    View
  • Three Bridge Wealth Advisors, Llc
    Director
    Three Bridge Wealth Advisors, Llc Aug 2009 - Oct 2011
    Portola Valley, Ca, Us
    Private wealth management and corporate retirement plan services.
    View
  • Morgan Stanley Investment Management
    Financial Advisor
    Morgan Stanley Investment Management Jan 2007 - Aug 2009
    New York, Ny, Us
    Managed LP distributions for venture capital firms and helped LP's manage the resulting wealth.
    View
  • Apple Computer, Inc.
    Global Licensing Manager
    Apple Computer, Inc. Apr 2002 - Jan 2007
    Cupertino, California, Us
    Responsible for Apple's third party licensing program.
    View

Jon Porter Skills

Venture Capital Asset Management Portfolio Management Start Ups Wealth Management Alternative Investments

Jon Porter Education Details

  • Yale School Of Management
    Yale School Of Management
    Wealth Management
  • Santa Clara University School Of Law
    Santa Clara University School Of Law
    High Tech And Ip Law
  • University Of Washington
    University Of Washington
    Political Science & English

Frequently Asked Questions about Jon Porter

What company does Jon Porter work for?

Jon Porter works for Three Bell Capital

What is Jon Porter's role at the current company?

Jon Porter's current role is CEO, Three Bell Capital.

What is Jon Porter's email address?

Jon Porter's email address is jo****@****ewa.com

What is Jon Porter's direct phone number?

Jon Porter's direct phone number is +165084*****

What schools did Jon Porter attend?

Jon Porter attended Yale School Of Management, Santa Clara University School Of Law, University Of Washington.

What are some of Jon Porter's interests?

Jon Porter has interest in Politics, Children, Education.

What skills is Jon Porter known for?

Jon Porter has skills like Venture Capital, Asset Management, Portfolio Management, Start Ups, Wealth Management, Alternative Investments.

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