Independent Wealth Management

NEWS AND CONVERSATIONS
joe rosol Belair news
April 20, 2022 - Forbes: Joseph Rosol Featured in Forbes 2022 Best-In-State Wealth Advisors List

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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

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Mortgages, Lines of Credit,
& Portfolio Lending

Pantheon Building

Tax Planning & Coordination

Shield

Trust & Estate Planning Strategy

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Philanthropic Strategy and Consulting

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Next Generation Preparation and Education

INVESTMENT ADVISORS
Todd Morgan
Chairman/Partner
David Sadkin
President/Partner
Supriya Batra
Partner
Reed E. Halladay
Partner
Josh Markman
Partner
Kevin W. Philip
Partner
Ronald J. Silverman
Partner
Jack R. Suzar
Partner
Heather Wald
Partner
Stephanie Withers
Partner
Carl Ludwigson, CFA, CQF
Managing Director
Richard Ratner
Senior Vice President/Investment Advisor
Joseph Rosol, CFP®
Senior Vice President
Reid Budrovich
Associate
Alex Cargal
Associate
Abigail Hurley
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
Allen Kim, CFA
Director, Investment Strategy Group
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
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