Independent Wealth Management

NEWS AND CONVERSATIONS

WEALTH MANAGEMENT IS SO
MUCH MORE THAN A PORTFOLIO

Our clients have needs that extend past their portfolios and Bel Air is built to service those needs minimizing conflict and additional fees. Through trusted partners, we curate meaningful value-added services.

Diamond

Pre-Liquidity Planning

Notepad with Dollar Sign

Mortgages, Lines of Credit,
& Portfolio Lending

Pantheon Building

Tax Planning & Coordination

Shield

Trust & Estate Planning Strategy

philanthropic

Philanthropic Strategy and Consulting

Graduation Hat

Next Generation Preparation and Education

INVESTMENT ADVISORS

Todd Morgan
Partner/Chairman
David Sadkin
Partner/President
Carl Ludwigson, CFA, CQF
Managing Director
Richard Ratner
Senior Vice President/Investment Advisor
Joseph Rosol, CFP®
Senior Vice President
Alex Cargal
Associate

INVESTMENT MANAGERS

Arun Bharath, CFA, CAIA
Partner/Chief Investment Officer
Craig Brothers
Partner/Senior Portfolio Manager & Co-Head, Fixed Income
Barry HoAire
Partner/Portfolio Manager & Co-Head, Fixed Income
Allen Kim, CFA
Director, Investment Strategy Group
Rich Freilich
Head of Equity Trading
Mathian Vali, CFA
Credit Research Analyst
Alexander Tung, CFA
Associate, Investment Strategy Group

MANAGEMENT & ADMINISTRATION

Deborah Dana
Partner/Chief Operating Officer
Drew Stanford
Trust & Estate Strategist