Family Office

Three Bell Capital

Three Bell Capital is a boutique financial advisory firm dedicated to helping clients achieve their financial goals and aspirations. Our team of experienced advisors provides personalized service and customized investment solutions to help clients build and preserve wealth. With a focus on long-term planning and a comm

Headquarters
US
Asset classes & sectors
FinanceHealthcareReal EstateTechnology

Decision-makers

Jon Porter
Chief Executive Officer
jenny@three-bell.com
Eric Patterson
CIO
Andre Huaman
Managing Partner
William Martin
Chief Investment Strategist
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