Joined Bell: 2007
Hidden Talent: golf
Inspiration: my family and the perfect golf shot
Brian joined Bell Investment Advisors’ client service department in 2007 and soon thereafter was promoted to Chief Compliance Officer. In 2011, he was named Chief Operations Officer as well. In Brian’s dual roles he is involved in most aspects of Bell Investment Advisors including human resources, recruiting, insurance, general systems improvements and compliance. In his role as Chief Compliance Officer, he takes great pride in protecting the firm and the firm’s clients in the areas of investment management, sales, marketing, and advertising. He serves on Bell’s Investment Committee, Leadership Team and IT Team.
Brian grew up in the Bay Area and attended the University of California, Davis, majoring in economics. Brian holds a Series 65 license and a Life & Health Insurance license. He has also held Series 6, 63, and 26 licenses. Prior to joining the Bell Team, he was a Registered Principal in the financial services industry.
Brian is an accomplished golfer who, following graduation from college, worked for the Northern California Professional Golfers’ Association and was responsible for organizing professional golf tournaments in Northern California.
In his free time he enjoys being with his wife, Melissa, and their young sons, David and Adam.
Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More