1. Advisor Services: Helping independent financial advisors focus on what they do best
2. Investment Services: Sophisticated investment programs that offer choice and flexibility
3. Knowledge Services: Strategic consulting and knowledge solutions from a team of industry experts

Harry Markowitz

Meir Statman

Sanjiv Das

 

 

Jonathan Scheid

Kane Cotton

Matthew Reinhardt

 

 

Carl Reinhardt

Al Steele

Larry Cowen

Nick Labao

Larry Harvey

 

 

Harry M. Markowitz, PhD
Harry M. Markowitz is best known for winning the Nobel Prize in Economic Sciences in 1990 for his work on portfolio selection. In his distinguished career, Dr. Markowitz has served in various academic posts at many universities, including Baruch College, London School of Economics, London Business School, University of Tokyo, Rutgers University, Hebrew University, the Wharton School and UCLA. He is also a board member (and former president) of the American Finance Association and was a fellow of the Econometric Society. Recognized as the founder of Modern Portfolio Theory and one of the nation’s best known minds in finance, Dr. Markowitz is a professor of finance in the Rady School of Management at UC San Diego. He is also president of the Harry Markowitz Company and has also worked for companies such as IBM and the Rand Corporation. He received his PhD in economics from the University of Chicago.
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Meir Statman, PhD
Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His research has been published in The Journal of Finance, The Journal of Financial Economics, Financial Analysts Journal, and The Journal of Financial and Quantitative Analysis, among others. Dr. Statman’s research has been supported by grants from the National Science Foundation, the Research Foundation of the Institute of Chartered Financial Analysts, and the Dean Witter Foundation. He is a member of the Advisory Board of the Journal of Portfolio Management and the Journal of Investment Consulting and a recipient of a Batterymarch Fellowship and a Graham and Dodd Award. He received his PhD from Columbia University and his BA and MBA from the Hebrew University of Jerusalem.
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Sanjiv Das, PhD
Sanjiv Das is Professor of Finance and Associate Dean for Faculty Development at Santa Clara University's Leavey School of Business. He previously held faculty appointments as Associate Professor at Harvard Business School and UC Berkeley. He holds post-graduate degrees in Finance (MPhil and PhD from New York University), Computer Science (MS from UC Berkeley) and an MBA from the Indian Institute of Management, Ahmedabad. He did undergraduate work in Accounting and Economics (University of Bombay, Sydenham College) and is also a qualified Cost and Works Accountant. He is an associate editor of Management Science, senior editor of The Journal of Investment Management and co-editor of The Journal of Derivatives. Prior to being an academic, he worked in the derivatives business in the Asia-Pacific region as a Vice President at Citibank. His current research interests include the modeling of default risk, algorithms for harvesting financial information from the web, derivative pricing models, portfolio theory and venture capital.
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Jonathan Scheid
President, Chief Investment Officer & Chief Compliance Officer
Mr. Scheid leads Bellatore's investment efforts and serves as President of Bellatore Financial, 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.
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Kane Cotton
Vice President & Chief Investment Strategist
Mr. Cotton serves as lead portfolio manager on all Capital Allocation & Management portfolios. As Chief Investment Strategist, he is responsible for portfolio positioning, due diligence and overall investment strategy. He has played an integral role in developing Capital Allocation & Management's research processes as well as directing market strategy, due diligence and portfolio management efforts. He served as an expert panelist on ETF strategy with iShares. Prior to joining Capital Allocation & Management in 2005, he spent six years at Invesco. He graduated from Colorado State University in 1996 with a B.A. in Economics and a minor in English where he was an Honorary Member of Omicron Delta Epsilon International Economics Honor Society. He earned his M.B.A. in Investment Management in 2005 from the University of Colorado. He is a CFA Charterholder and a member of the CFA Society of San Francisco.
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Matthew J. Reinhardt
Director, Business Development
Mr. Reinhardt leads the partnership process for new advisors and helps existing advisors achieve their goals as Bellatore's Business Development Director. Prior to joining the firm in 2010, Mr. Reinhardt was Assistant Vice President of The Private Bank of Wells Fargo’s Wealth Management Group. He has a consistent track record of effectively indentifying and analyzing client needs and objectives to further build and expand new and existing client relationships. Mr. Reinhardt has successfully worked with professional athletes, sports agents, actors, Fortune 500 companies as well as many ultra high net worth private individuals giving him first hand insight into how advisors need to service these individuals. He is a Certified Commercial Investment Member as well as a member of the National Trust Real Estate Association. He studied Entrepreneurship at the California State University of Fresno and Marymount College in Palos Verdes.
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Carl Reinhardt
Chairmain of the Board
In 1975, Carl Reinhardt started the firm Reinhardt Werba Bowen Advisory Services in San Jose, California, which now manages in excess of 5 billion dollars in assets and was renamed Loring Ward Asset Management after the purchase by Assante Corporation in 1998. Prior to starting the San Jose firm, he was an employee benefit consultant specializing in retirement plans for corporations. He has a bachelor's degree in Marketing Research from California State University, Fresno and has completed work in taxation at Golden Gate University in San Francisco. He entered the securities business in 1969, helping businesses accomplish their financial goals. His specialty is 401(k) plans and 404(c) investment communications.

Mr. Reinhardt is a Chartered Financial Consultant (ChFC) and a Registered Securities Principal with Foothill Securities, Inc., an independently registered broker/dealer, member FINRA/SIPC, and maintains FINRA series 1, 40, 63 and 65 securities registrations.

Mr. Reinhardt developed several mutual funds which are listed in the Wall Street Journal, and co-authored a book titled The Prudent Investor's Guide to Beating the Market. He has conducted courses at various colleges throughout the area with an emphasis on retirement planning, and has been quoted and/or profiled in the San Jose Mercury News, San Jose Business Journal, Financial Planning Magazine, Changing Times, and Kiplinger's Personal Finance Magazine.

Mr. Reinhardt has served as past President and Chairman of the Board for the Santa Clara County Chapter of the International Association for Financial Planning (IAFP), past Chairman for the California Association for Financial Planning, and a former National Board Member of the IAFP, now the FPA. He is past President of the Rotary Club of Morgan Hill and member of Gilroy Elks, Western Pension & Benefits Conference and the Society of Financial Services Professionals, and the Silicon Valley Capital Club.
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Al Steele
Director
Mr. Steele is the founder of Bellatore and provides strategic direction to 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.
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Larry Cowen
Director
Larry Cowen has practiced investment management law for over 15 years, and now provides compliance consulting and due diligence services for investment advisers, hedge fund managers, and private equity funds. Larry drafts compliance policies and procedures, conducts annual compliance reviews and on-site mock examinations, and provides SEC registration services. He is a frequent speaker at various industry seminars, as well as at the annual Ascendant conferences and online ComplianceCasts. Mr. Cowen previously served as the General Counsel and Chief Compliance Officer of Bellatore Financial, Inc. Prior to joining Bellatore, he was Of Counsel to the San Francisco law firm of Shartsis Friese LLP, where his practice involved counseling investment advisers, hedge fund managers, and corporate clients. He was also previously the Chief Compliance Officer for a San Francisco–based hedge fund manager and a Senior Associate in the San Francisco office of K&L Gates LLP. Before relocating to the West Coast, Mr. Cowen practiced law in New York City and counseled various investment management clients, derivatives market participants, and private equity/hedge fund managers. Mr. Cowen received his BA in Philosophy and Law & Society from Binghamton University and his JD cum laude from New York Law School. He is admitted to the California and New York bars.
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Nick Labao
Director
Nick Labao is an accounting and technology consultant. Previously, Mr. Labao oversaw Bellatore Financial's financial and human resources functions and provided direction and support related to the development and implementation of strategic decisions and sound financial statement policies and presentation. He has more than 17 years of diverse experience in accounting, budgeting, cash management, business support and financial analysis. Mr. Labao's senior finance roles have also included positions as Executive Vice President of Finance at Loan City, Interim Vice President of Finance at Buckles Smith, and Corporate Controller at All Bases Covered and Findlaw. He is a Certified Public Accountant and holds a B.S. degree in Business Administration from California Polytechnic State University at San Luis Obispo.
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Larry Harvey
Director
Larry Harvey is a Chartered Financial Consultant (ChFC) and an Investment Advisor Representative who helps a limited number of successful families and small business owners make smart financial decisions to achieve everything that is important to them. Larry Harvey, with degrees in Accounting and Business Management from the University of Tampa, is a 3 time recipient of the Five Star Wealth Manager Award - Best in Client Satisfaction in 2009, 2010 and 2011. He started his career in 1985 with Lutheran Brotherhood (now Thrivent) as an Insurance Agent and a Registered Representative as well as serving in Management as an Associate General Agent. Larry ultimately became the Estate and Charitable Planning Specialist as well as the Investment Planning Specialist for the Southeast Region at Lutheran Brotherhood. In 1988, he started an independent firm known as Harvey Financial Group which was a fee-based financial planning and investment advisory firm. Now known as HFG Wealth Management, LLC, the firm is dedicated to providing family office-type services to affluent and wealthy individuals, families and business owners nationwide. Larry serves on boards of various companies and is a sought after advisor lending his vast knowledge and years of experience to their firms.
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