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
Chairman/Partner
David Sadkin
President/Partner
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
Chief Investment Officer/Partner
Craig Brothers
Senior Portfolio Manager & Co-Head, Fixed Income/Partner
Barry HoAire
Portfolio Manager & Co-Head, Fixed Income/Partner
Rich Freilich
Head of Equity Trading
Mathian Vali, CFA
Credit Research Analyst
Alex Tung
Associate

MANAGEMENT & ADMINISTRATION

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