Partner with Investment Experts

Today’s market conditions have advisors searching for greater diversification, a more adaptive investment approach and ways to meet the changing lifestyle needs of their clients. Doing it all alone is time consuming and can be overwhelming.

That’s why Bellatore created an Investment Committee comprised of some of the most recognized and esteemed names from the field of finance and economics. You gain an academically-based, real world second opinion that can help you better manage your client’s investments.

Strategic Investment Oversight

Harry Markowitz, PhD
Nobel Prize-Winning economist
Founder of Modern Portfolio theory


Meir Statman, PhD
Behavioral Finance expert
Glenn Klimek Professor of Finance,
Leavey School of Business, Santa Clara University


Sanjiv Das, PhD
Risk Management Expert
Professor of Finance,
Leavey School of Business, Santa Clara University

Investment Management Team

Jonathan Scheid, CFA
Committee Chair & Portfolio Manager
President & Chief Investment Officer
Bellatore Financial, inc.