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
Helping You Achieve Your Goals Through Passion, Trust, And Transparency.
Get in touch:
Email: sargo@crewcapital.com
Phone: 513-618-6460
Address: 4030 Smith Road, Cincinnati, OH, 45209
© Crew Capital 2023 - All Rights Reserved
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.