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BELLWETHER CAPITAL MANAGEMENT LLC ANNOUNCES NEW PARTNERSHIP

February 10, 2012

Bellwether Capital Management LLC, an independent registered investment adviser based in San Francisco, is excited to announce the most recent addition to its team.




FOR IMMEDIATE RELEASE
(Free-Press-Release.com) February 10, 2012 -- Christian Amsberry, formerly with the Wixon Olin Financial Group of Wells Fargo Advisors, has joined the firm as a Managing Partner and investment advisor representative.
Mr. Amsberry has been in the financial services field since 2004 and has previous experience as a financial advisor at Merrill Lynch and as a premier banker with Wells Fargo. He specializes in comprehensive retirement planning that continually considers all the different elements of a client's financial circumstances.

Victor Lai, founder and Managing Partner at Bellwether Capital Management, and a CFA charterholder, is excited with the new partnership. According to Mr. Lai, “Christian’s ability to understand all the moving parts of a client’s financial picture will enhance our capabilities, and improve overall client experience. It will allow me to better focus on investment management, and to effectively position client portfolios according to their unique circumstances."
Mr. Amsberry explained, “I looked at numerous firms and platforms before deciding on working with BCM. Being an independent fiduciary will allow me to provide the type of service I think is best for my clients. I believe the advantages of the independent channel combined with rapidly advancing technology, allow us to level the playing field, and bring the capabilities of Wall Street to Main Street."
Christian Amsberry will be working out of BCM's San Francisco office. For further information For further information please visit www.bellwethercm.com, or contact BCM.


free-press-release.com advisors     Bellwether Capital Management     financial     investment     san francisco

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Contact Information

  • Name: Victor Lai

    Company: BELLWETHER CAPITAL MANAGEMENT LLC

    Telephone: +1 415 935 7492

    Email: ***@bellwethercm.com





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