Bell Rock Capital | Investment Management Firm | Financial Planners

Executive Management

Cassandra Toroian | Founder & Chief Investment Officer at Bell Rock Capital

Cassandra Toroian

Founder
Chief Investment Officer

Cassandra Toroian | Founder & Chief Investment Officer at Bell Rock Capital

Cassandra Toroian

Founder
Chief Investment Officer

Jacquelyn Blue | Chief Compliance Officer, Chief Financial Officer and Director of Operations at Bell Rock Capital | SEC Registered Investment Advisors

Jacquelyn K. Blue

Chief Compliance Officer
Chief Financial Officer
Director of Operations

Jacquelyn Blue | Chief Compliance Officer, Chief Financial Officer and Director of Operations at Bell Rock Capital

Jacquelyn K. Blue

Chief Compliance Officer
Chief Financial Officer
Director of Operations

Jacquelyn Reeves | 401(k) Advisory Services Manager at Bell Rock Capital

Jacqueline Reeves

Head of Portfolio Strategy and Research
Senior Investment Advisor
401(k) Advisory Services Manager

Jacquelyn Reeves | Head of Portfolio Strategy and Research Senior Investment Advisor at Bell Rock Capital

Jacqueline Reeves

Head of Portfolio Strategy and Research
Senior Investment Advisor
401(k) Advisory Services Manager

Bell Rock Capital | Investment Management Firm | Financial Planners

Client Relationship Team

Ellen Shea | Sr. Client Specialist at Bell Rock Capital | Investment Management Firm

Ellen P. Shea

Sr. Client Specialist
CFP®, CFA

Ellen Shea | Sr. Client Specialist at Bell Rock Capital | Investment Management Firm

Ellen P. Shea

Sr. Client Specialist
CFP®, CFA

Andres Bonell | Senior Investment Advisor at Bell Rock Capital

Andres Bonell

Senior Investment Advisor

Andres Bonell | Senior Investment Advisor at Bell Rock Capital | SEC Registered Investment Team

Andres Bonell

Senior Investment Advisor

Sally Lawson | Senior Investment Advisor at Bell Rock Capital | Registered Investment Team

Sally Lawson

Senior Investment Advisor

Sally Lawson | Senior Investment Advisor at Bell Rock Capital

Sally Lawson

Senior Investment Advisor

Melissa Quin | Client Service Associate at Bell Rock Capital | Financial Planning Services

Melissa Quin

Sr. Financial Solutions Consultant

Melissa Quin | Client Service Associate at Bell Rock Capital

Melissa Quin

Sr. Financial Solutions Consultant

Bell Rock Capital | Investment Management Firm | Financial Planners

Finance and Operations

Irene Sole | Administrative Assistant and Office Manager at Bell Rock Capital

Irene Sole

Administrative Assistant
Office Manager

Irene Sole | Finance and Operations at Bell Rock Capital | SEC Registered Investment Firm

Irene Sole

Administrative Assistant
Office Manager