Rick Bell

“Be more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.” – John Wooden

About Rick

I joined Crew Capital in 2020 after 14 years in the financial services industry gaining experience in a variety of roles. I enjoy working with individual clients, understanding their goals and objectives, and building investment portfolios to meet their needs. Crew Capital provides a platform that helps us to provide flexible investment solutions to our clients.

My wife (Annette) and I live in Mount Washington and have 3 children. I enjoy spending time with family and volunteering to coach youth sports – baseball & basketball.

What I do For crew and you

I enjoy getting to know clients on a personal level and learning about their passions. Developing personal relationships helps me better understand clients and deliver the appropriate services. I am responsible for providing asset allocation strategies and working in collaboration with portfolio managers to create customized portfolios consistent with investment objectives.

Work Experience

I have experience as a financial advisor, specializing in investment management for High Net Worth clients. Prior to joining the financial services industry, I had a 10-year career in Professional Baseball.

Education

Series 7 & 66 licensed

Regis University Bachelor of Science, Business Administration: Finance

Moeller High School

Other Team Members

Robert F. Jung
CFA, CPA(inactive)

Founder 

Matthew Swendiman, CFA

Financial Advisor

Peter Baden,
CFA

Financial Advisor

Dan Schneider, CFP®

Financial Advisor

Rick Bell

Senior Advisor

Andrew Jung

Research Analyst

Sarah Argo

Operations Manager