Al Steele
President & Chief Executive Officer
Mr. Steele is the founder of Bellatore, LLC and responsible for the overall strategy of the company. He is the past President of Loring Ward Advisor Services, a turnkey asset management firm serving a network of more than 500 independent registered investment advisors. He is also the former President and CEO of the SA Funds Investment Trust, an investment trust managing more than $2 billion assets through six individual funds. Mr. Steele's industry experience spans over ten years with various senior management roles in the U.S. and Canadian financial services industry, including senior executive roles with Loring Ward International and Assante Asset Management. He is a member of Vistage, the world's largest CEO membership organization, and an Advisory Board member of the International Institute for Global Leadership.
President & Chief Executive Officer
Mr. Steele is the founder of Bellatore, LLC and responsible for the overall strategy of the company. He is the past President of Loring Ward Advisor Services, a turnkey asset management firm serving a network of more than 500 independent registered investment advisors. He is also the former President and CEO of the SA Funds Investment Trust, an investment trust managing more than $2 billion assets through six individual funds. Mr. Steele's industry experience spans over ten years with various senior management roles in the U.S. and Canadian financial services industry, including senior executive roles with Loring Ward International and Assante Asset Management. He is a member of Vistage, the world's largest CEO membership organization, and an Advisory Board member of the International Institute for Global Leadership.
Dennis Clark
President, Bellatore Financial, Inc.
Mr. Clark oversees Bellatore Financial, Inc., the firm's registered investment advisor and the center of Bellatore's turnkey asset management program and investment-related activities. He is also President and co-founder of Advisor Partners, LLC, a wholly-owned subsidiary of Bellatore Financial, Inc. Prior to establishing Advisor Partners in 2001, Mr. Clark served as Senior Vice President of Sales and Marketing for AdvisorTech Corporation, an international firm providing technology-based solutions to financial intermediaries in Asia and Europe. Prior to that, he was a long-time veteran of the Charles Schwab Corporation. At Schwab, he held various sales and general management roles and was a key contributor in the phenomenal success of Schwab's Services for Investment Managers from 1989 to 1996. During this period, assets directed to Schwab by independent registered investment advisors grew from less than $1 billion to over $150 billion. He earned a B.S. in Finance from the University of Oregon.
President, Bellatore Financial, Inc.
Mr. Clark oversees Bellatore Financial, Inc., the firm's registered investment advisor and the center of Bellatore's turnkey asset management program and investment-related activities. He is also President and co-founder of Advisor Partners, LLC, a wholly-owned subsidiary of Bellatore Financial, Inc. Prior to establishing Advisor Partners in 2001, Mr. Clark served as Senior Vice President of Sales and Marketing for AdvisorTech Corporation, an international firm providing technology-based solutions to financial intermediaries in Asia and Europe. Prior to that, he was a long-time veteran of the Charles Schwab Corporation. At Schwab, he held various sales and general management roles and was a key contributor in the phenomenal success of Schwab's Services for Investment Managers from 1989 to 1996. During this period, assets directed to Schwab by independent registered investment advisors grew from less than $1 billion to over $150 billion. He earned a B.S. in Finance from the University of Oregon.
Jonathan Scheid
Chief Investment Officer
Mr. Scheid leads the Investment and Marketing efforts for Bellatore, LLC and its related companies. He also serves as President of Bellatore Securities, Inc. Prior to joining the firm in 2006, Mr. Scheid was the past Vice President of Investment Policy, Marketing and Research for Loring Ward Advisor Services, a division of LWI Financial Inc. In his nine years with the firm, he was instrumental in the development of key sales, marketing and research materials and initiatives. He has also served as Vice President of the SA Funds Investment Trust. His publication credits include articles in the Financial Analysts Journal, Journal of Investment Consulting and the Journal of Investment Management. His national speaking experience includes a presentation at the CFA Institute Annual Conference. He is a CFA charter holder and member of the CFA Institute and the CFA Society of San Francisco. He received his BSC in Business with an emphasis in Finance and a minor in Computer Engineering from Santa Clara University.
Chief Investment Officer
Mr. Scheid leads the Investment and Marketing efforts for Bellatore, LLC and its related companies. He also serves as President of Bellatore Securities, Inc. Prior to joining the firm in 2006, Mr. Scheid was the past Vice President of Investment Policy, Marketing and Research for Loring Ward Advisor Services, a division of LWI Financial Inc. In his nine years with the firm, he was instrumental in the development of key sales, marketing and research materials and initiatives. He has also served as Vice President of the SA Funds Investment Trust. His publication credits include articles in the Financial Analysts Journal, Journal of Investment Consulting and the Journal of Investment Management. His national speaking experience includes a presentation at the CFA Institute Annual Conference. He is a CFA charter holder and member of the CFA Institute and the CFA Society of San Francisco. He received his BSC in Business with an emphasis in Finance and a minor in Computer Engineering from Santa Clara University.
Tricia Doerksen
Chief Administrative Officer
Ms. Doerksen leads Advisor Services, Corporate Services, Project and Event Management, and Mergers & Acquisitions for Bellatore, LLC and its associated companies. She has spent more than ten years developing and enhancing the products, platforms and services that financial advisors use to serve the wealth management needs of their clients. Prior to joining the firm in 2006, Ms. Doerksen was Director of Advisor Solutions at Dundee Wealth Management, a firm serving more than 2,000 independent financial advisors with $29 billion in assets under administration. She has held progressively senior roles at Financial Concept Group, Assante Asset Management and AIC Funds Ltd. Ms. Doerksen has successfully completed the Professional Financial Planning and Investment Management Techniques programs. She received a BA in Psychology from Carleton University and is a member of the Financial Planning Association.
Chief Administrative Officer
Ms. Doerksen leads Advisor Services, Corporate Services, Project and Event Management, and Mergers & Acquisitions for Bellatore, LLC and its associated companies. She has spent more than ten years developing and enhancing the products, platforms and services that financial advisors use to serve the wealth management needs of their clients. Prior to joining the firm in 2006, Ms. Doerksen was Director of Advisor Solutions at Dundee Wealth Management, a firm serving more than 2,000 independent financial advisors with $29 billion in assets under administration. She has held progressively senior roles at Financial Concept Group, Assante Asset Management and AIC Funds Ltd. Ms. Doerksen has successfully completed the Professional Financial Planning and Investment Management Techniques programs. She received a BA in Psychology from Carleton University and is a member of the Financial Planning Association.
Donna Walton
Senior Vice President, Wealth Planning
Ms. Walton leads the Wealth Planning efforts for Bellatore, LLC and its associated companies. She has more than 10 years of experience in providing training for financial advisors and estate planning solutions for high net worth clients. In her previous role, Ms. Walton was Vice President, Trust and Estate Specialist for Citigroup Trust, where she worked with advisors to provide advanced charitable and estate planning techniques to high net worth and ultra high net worth clients. Prior to that, she served as Vice President, Trust and Estate Specialist at Merrill Lynch Trust Company and as Senior Counselor for The AYCO Company, a Goldman Sachs Company. She holds a law degree from Quinnipiac College School of Law and earned an M.S. in Social Sciences and a B.A. in Political Science.
Senior Vice President, Wealth Planning
Ms. Walton leads the Wealth Planning efforts for Bellatore, LLC and its associated companies. She has more than 10 years of experience in providing training for financial advisors and estate planning solutions for high net worth clients. In her previous role, Ms. Walton was Vice President, Trust and Estate Specialist for Citigroup Trust, where she worked with advisors to provide advanced charitable and estate planning techniques to high net worth and ultra high net worth clients. Prior to that, she served as Vice President, Trust and Estate Specialist at Merrill Lynch Trust Company and as Senior Counselor for The AYCO Company, a Goldman Sachs Company. She holds a law degree from Quinnipiac College School of Law and earned an M.S. in Social Sciences and a B.A. in Political Science.
Molly Pandya
Vice President, Operations and Information Technology
Ms. Pandya is responsible for the management and execution of Bellatore's operational functions, including account processing, rebalancing, reporting and billing. She brings ten years of experience in the financial services industry, including progressively senior roles at Assante Asset Management, Oberon Financial Technology and Envestnet Asset Management. In her most recent role as Director of Product Management for Envestnet Asset Management, Ms. Pandya was actively involved in new feature development, product management, cross-functional collaboration between the engineering and operations teams, project management, and product marketing. She received an MBA with a Finance Concentration from Santa Clara University and a BA in Economics from San Francisco State University.
Vice President, Operations and Information Technology
Ms. Pandya is responsible for the management and execution of Bellatore's operational functions, including account processing, rebalancing, reporting and billing. She brings ten years of experience in the financial services industry, including progressively senior roles at Assante Asset Management, Oberon Financial Technology and Envestnet Asset Management. In her most recent role as Director of Product Management for Envestnet Asset Management, Ms. Pandya was actively involved in new feature development, product management, cross-functional collaboration between the engineering and operations teams, project management, and product marketing. She received an MBA with a Finance Concentration from Santa Clara University and a BA in Economics from San Francisco State University.
John Gabriel
Regional Vice President, Business Consulting (East)
Mr. Gabriel leads the business consulting and in-field support efforts for Bellatore Investment Counsel's Eastern region. He has more than ten years of experience in the financial services industry, including eight years working with independent advisors. Prior to joining Bellatore, he was Vice President, Northeast Regional Manager at AllianceBernstein Investments, where he was responsible for fostering successful partnerships with advisors in an eleven-state territory. His previous experience also includes six years of increasingly progressive management roles with Rydex Investments, including Regional Vice President at Rydex Investments and Vice President of Institutional Sales & Business Development at Rydex Global Advisors. He received an M.B.A. from the University of Colorado and a B.A. from the University of Denver.
Regional Vice President, Business Consulting (East)
Mr. Gabriel leads the business consulting and in-field support efforts for Bellatore Investment Counsel's Eastern region. He has more than ten years of experience in the financial services industry, including eight years working with independent advisors. Prior to joining Bellatore, he was Vice President, Northeast Regional Manager at AllianceBernstein Investments, where he was responsible for fostering successful partnerships with advisors in an eleven-state territory. His previous experience also includes six years of increasingly progressive management roles with Rydex Investments, including Regional Vice President at Rydex Investments and Vice President of Institutional Sales & Business Development at Rydex Global Advisors. He received an M.B.A. from the University of Colorado and a B.A. from the University of Denver.
Tony Parkin
Regional Vice President, Business Consulting (West)
Mr. Parkin leads the business consulting and in-field support efforts for Bellatore Investment Counsel's Western region. His extensive experience in business development and relationship management includes eight years of progressively senior roles with Schwab Institutional. In his most recent role as Senior Key Accounts Manager, Mr. Parkin served as the primary relationship manager for some of the largest and fastest growing Registered Investment Advisors in Northern California. His other roles at Schwab Institutional have included Account Manager and Regional Account Representative. He earned a B.S. in Business Administration from San Diego State University with an emphasis in Financial Services.
Regional Vice President, Business Consulting (West)
Mr. Parkin leads the business consulting and in-field support efforts for Bellatore Investment Counsel's Western region. His extensive experience in business development and relationship management includes eight years of progressively senior roles with Schwab Institutional. In his most recent role as Senior Key Accounts Manager, Mr. Parkin served as the primary relationship manager for some of the largest and fastest growing Registered Investment Advisors in Northern California. His other roles at Schwab Institutional have included Account Manager and Regional Account Representative. He earned a B.S. in Business Administration from San Diego State University with an emphasis in Financial Services.
Curtis Reed
Regional Vice President, Business Consulting (Midwest)
Mr. Reed is responsible for the business consulting and in-field support efforts of Bellatore Investment Counsel's Northern region. He brings more than twelve years of experience in the financial services industry, including seven years of business development and relationship management experience with Charles Schwab Institutional. In his most recent role as Senior Business Development Officer, he was responsible for identifying and developing new business relationships with independent advisors, registered investment advisors and broker-dealers. His other roles at Schwab Institutional have included Key Account Manager and Relationship Manager. He earned a B.S. degree in Finance from Missouri State University.
Regional Vice President, Business Consulting (Midwest)
Mr. Reed is responsible for the business consulting and in-field support efforts of Bellatore Investment Counsel's Northern region. He brings more than twelve years of experience in the financial services industry, including seven years of business development and relationship management experience with Charles Schwab Institutional. In his most recent role as Senior Business Development Officer, he was responsible for identifying and developing new business relationships with independent advisors, registered investment advisors and broker-dealers. His other roles at Schwab Institutional have included Key Account Manager and Relationship Manager. He earned a B.S. degree in Finance from Missouri State University.
Eric Golberg, CFP®
Director, Private Wealth Services
Mr. Golberg is responsible for providing financial advisors with the tools, resources and services that meet the wealth management needs of their high net worth clients. He has spent more than 20 years working with high net worth individuals and families, primarily in the entertainment industry. Most recently, he spent 10 years at Nigro, Karlin, Segal & Feldstein, LLP, one of the largest and most prestigious multi-family offices in the nation, handling the financial affairs of numerous executives, entertainers, athletes and musicians. Prior to that, he was a private banker at Union Bank of California, Chase Manhattan and City National Bank, focusing primarily on financing strategies and investment analysis for high net worth individuals. Mr. Golberg is a CFP® professional and a member of the Financial Planning Association. He earned a B.A. in Business Administration from Southern Utah University.
Director, Private Wealth Services
Mr. Golberg is responsible for providing financial advisors with the tools, resources and services that meet the wealth management needs of their high net worth clients. He has spent more than 20 years working with high net worth individuals and families, primarily in the entertainment industry. Most recently, he spent 10 years at Nigro, Karlin, Segal & Feldstein, LLP, one of the largest and most prestigious multi-family offices in the nation, handling the financial affairs of numerous executives, entertainers, athletes and musicians. Prior to that, he was a private banker at Union Bank of California, Chase Manhattan and City National Bank, focusing primarily on financing strategies and investment analysis for high net worth individuals. Mr. Golberg is a CFP® professional and a member of the Financial Planning Association. He earned a B.A. in Business Administration from Southern Utah University.