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  1. three-bell.com › team_member › jon-porterJon Porter, CEO | Three Bell Capital

    Jon Porter works with the Three Bell Capital team to set strategic direction and establish partnerships with complementary service providers, while leveraging his legal background to help deliver comprehensive private wealth management and corporate retirement plan services to clients.

    • Team

      Jon Porter CEO. Eric Patterson CHIEF INVESTMENT OFFICER....

    • Members Archive

      16. Eric Patterson, Chief Investment Officer. Eric heads...

  2. three-bell.com › teamTeam | Three Bell Capital

    Jon Porter CEO. Eric Patterson CHIEF INVESTMENT OFFICER. Andre Huaman MANAGING PARTNER. ... Three Bell Capital carries into the future the results of your past ...

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  3. www.linkedin.com › in › threebellJon Porter - Three Bell Capital | LinkedIn

    Leading Three Bell’s efforts to advise private family and corporate retirement plan… | Learn more about Jon Porter's work experience, education, connections & more by visiting their profile on ...

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  4. three-bell.com › team_memberMembers Archive | Three Bell Capital

    16. Eric Patterson, Chief Investment Officer. Eric heads Three Bell Capital’s Investment Committee and due diligence efforts, and implements private client portfolio management decisions made by the team. Eric works with the team to translate each client’s personal goals and objectives into a targeted investment plan.

  5. www.forbes.com › sites › juliecoolingAlternatives Rising: California's Three Bell Capital - Forbes

    Watch Video. Three Bell Capital ranked #1 on the Top 100 Emerging Wealth Management Firms by RIA Channel. Jon Porter, CEO, Three Bell Capital sat down with with Julie Cooling, Founder and CEO of ...

  6. www.linkedin.com › company › three-bell-capitalThree Bell Capital | LinkedIn

    Jon Porter CEO, Three Bell Capital ... Three Bell Capital is comprised of a team of experienced industry professionals dedicated to providing a superior suite of financial services to a limited ...

  7. www.riachannel.com › three-bells-porter-makes-theThree Bell's Porter Makes The Case For Simplified Access To Alts

    Nov 22, 2022 · Jon Porter, CEO, Three Bell Capital joins Julie Cooling, Founder & CEO, RIA Channel to discuss his approach to alternative investing, what differentiates Three Bell from other RIAs, and key growth drivers. Alternatives are a critical part of true portfolio diversification, says Porter on the firm’s investment philosophy.