Profil
Mr. Justin E.
Capetola is Managing Partner at Blue Bell Private Wealth Management LLC.
He specializes in client relations at Blue Bell Private Wealth Management; continuously meeting with clients, reviewing account holdings, discussing policies and procedures, while educating the client about our approach to investing.
He is also designated as the firm’s Chief Compliance Officer and also serves as Chief Operating Officer.
Prior to co-founding Blue Bell in April 2005, Mr. Capetola was an Investment Advisor at Morgan Stanley.
Mr. Capetola received his Bachelor of Arts in Management from Gettysburg College in 2002.
Postes actifs de Justin E. Capetola
| Sociétés | Poste | Début |
|---|---|---|
Blue Bell Private Wealth Management LLC
Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell’s investment philosophy involves allocating client assets to three primary categories of investments—exchange traded funds (ETFs), closed-end funds (CEFs), and structured investments. The firm typically uses either fundamental or cyclical analysis or a combination of both in analyzing securities. | Fondateur | 29/03/2005 |
Anciens postes connus de Justin E. Capetola
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Justin E. Capetola
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Blue Bell Private Wealth Management LLC
Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell’s investment philosophy involves allocating client assets to three primary categories of investments—exchange traded funds (ETFs), closed-end funds (CEFs), and structured investments. The firm typically uses either fundamental or cyclical analysis or a combination of both in analyzing securities. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Gettysburg College
Gettysburg College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















