Dean Somes

About Dean Somes

Dean Somes currently serves as the Senior Wealth and Portfolio Manager at Three Bell…

Experience

1. Senior Portfolio Manager

   Three Bell Capital

   May 2021 — Present · Dallas, TX, US

   Portfolio Manager & Wealth Manager- High Net Worth Client Advisory: Provided bespoke financial advice to high net worth clients, tailoring investment strategies to individual risk profiles and long-term financial goals- Investment Portfolio Development: Built and managed diversified portfolios, including liquid alternatives with AUM approaching $100MM and fund-of-funds structures, ensuring optimal asset allocation and risk management- Quantitative Strategy Innovation: Developed new alpha signals for quantitative portfolios of equities and ETFs, enhancing portfolio performance through data-driven insights- Long-Only Portfolio Management: Directly managed long-only portfolios across developed and emerging market equities, fixed income, and commodities, driving consistent returns- Global Tactical Asset Allocation: Engineered and implemented strategic global tactical asset allocation frameworks to capitalize on market trends and mitigate risks- Firm Communications: Spearheaded the creation and distribution of high-impact newsletters and comprehensive market and economic updates, delivering critical, actionable insights to our client base- Industry Engagement: Multi-year member of AAPTA, actively contributing to professional standards and continuous industry advancement.

Skills

• Due Diligence
• Hedge Funds
• Equity Research
• Etfs
• Fixed Income
• Asset Management
• Portfolio Management
• Investments
• Options
• Asset Managment
• Fund of Funds
• Investment Strategies
• Alternative Investments
• Finance
• Trading Strategies
• Investment Management
• Trading
• Asset Allocation
• Mutual Funds
• Quantitative Analytics
• Equities