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.
Kane Cotton, CFA
Portfolio Manager
Chief Investment Strategist
Bellatore Financial, Inc.
