Jon Porter Email & Phone Number
CEO @ Three Bell Capital
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Jon Porter Location
- Los Altos, CA, US
Jon Porter Work
- 2011 -now CEO @
- 2009 -2011 Director @
- 2007 -2009 Financial Advisor @
- 2002 -2007 Global Licensing Manager @
Jon Porter Education
- Yale School of Management
Certified Private Wealth Advisor® (Wealth Management)
2017-2021 - Santa Clara University School of Law
Juris Doctorate (High Tech and IP Law)
1998-2001 - University of Washington
BA (Political Science & English)
1993-1997
Jon Porter Skills
- Asset Management
- Wealth Management
- Start-ups
- Portfolio Management
- Venture Capital
- Alternative Investments
- Asset Allocation
- Investments
- Hedge Funds
- Private Equity
- Risk Management
- Private Wealth Management
- Securities
- Financial Services
- Private Placement Transactions
- Estate Planning
- Asset Managment
- Financial Advisory
- Corporate Retirement Plans
- Wealth Management Services
- Retirement Planning
- Entrepreneurship
- Investment Advisory
- Investment Strategies
- Funding
- Finance
- 401k Retirement Savings Plans
- Marketing
- Start Ups
- Management
- Project Management
- Public Speaking
- Customer Service
Jon Porter Summary
- Jon Porter, based in Los Altos, CA, US, is currently a CEO at Three Bell Capital. Jon Porter brings experience from previous roles at Three Bridge Wealth Advisors, LLC, Morgan Stanley Investment Management and Apple Computer, Inc.. Jon Porter holds a 2017 - 2021 Certified Private Wealth Advisor® in Wealth Management @ Yale School of Management. With a robust skill set that includes Asset Management, Wealth Management, Start-ups, Portfolio Management, Venture Capital and more. Jon Porter has 2 emails and 5 mobile phone numbers on RocketReach.
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Top Three Bell Capital Employees
Jon Porter
CEO
Los Altos, CA, US
Andre Huaman
Managing Partner
Los Altos, CA, US
Eric Patterson
Chief Investment Officer - Co-Founder
United States
Phellipe Santos
Business Development Officer
San Francisco, CA, US
Jeff Larsen
Director, Retirement Plan Services
California, United States
Josh Scheibley
Senior Retirement Plan Consultant
California, United States
Dean Somes
Senior Portfolio Manager
Dallas, TX, US
Andre Huaman
Managing Partner
Los Altos, California, United States
Connor Delfelder
Wealth Management Operations Coordinator
Kansas City, MO, US
Rose Olano
Client Services Associate
Manila, Philippines
Katelyn Harter
Senior Operations Associate
Kansas City, MO, US
Hughes Peus
Summer Analyst
Dallas, TX, US
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