Our Team | Bell Rock Capital | Investment Professionals

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

Our Team | Bell Rock Capital | Investment Professionals

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

Our Team | Bell Rock Capital | Investment Professionals

Finance and Operations

Galina Kuznetsova | Operations and Finance Manager of Bell Rock Capital | Investment Managers

Galina Kuznetsova

Operations and Finance Manager

Galina Kuznetsova | Operations and Finance Manager of Bell Rock Capital | Investment Management

Galina Kuznetsova

Operations and Finance Manager

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

Irene Sole

Administrative Assistant
Office Manager