Vern Bell
President and Portfolio Manager | MBA in Management
- Role
- Portfolio Manager and President at American Elite Advisory
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Vern Bell
American Elite Advisory is a Registered Investment Advisory. We are growing our business by providing the compliance and operations resources advisors need to manage their fee only practice. Efficient operations and compliance enable our firm to pass up to 75% of the management fee to advisor partners. Our files, policies & procedures etc. are all kept \"in the cloud\". Therefore, it doesn\'t matter where our partners are located. We partner with Morningstar Investment Services (MIS) and we have several internally managed strategies. Separately Managed Accounts (SMA) clear through Schwab, Fidelity or Interactive Brokers.
Experience
Portfolio Manager and President
Apr 2017 — Present · US
I have added portfolio management to my tasks at TEA. In addition to managing our investment advisory business. Daniel Dower, Samuel Zavaletta, and I analyze investment opportunities and actively manage our internally managed portfolios. In addition partner with Morningstar Managed Portfolios to provide a wide array of alternatives.
Education
Amberton University
BS, Management of Engineering Technology
1987 — 1992
Amberton University
MBA, Management
1990 — 1996
Southeast Community College
AA, Electronics Technology
1968 — 1970
Skills
- Portfolio Management
- Investments
- Personal Financial Planning
- Finance
- Retirement Planning
- Strategy
- Value Investing
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