CoverProfile

Jill Mcvey

Co-Founder & Principal

Bellevue Asset Management

United States, Washington, Bellevue

About Me

Jill has worked in the securities industry since 1986 and also came from Oppenheimer and Co. Having been both Series 7 and insurance licensed, she has extensive experience in servicing a client’s financial needs from multiple perspectives. Her current areas of expertise include fixed income analysis, estate, trust and tax planning. She holds a B.A. in History from Abilene Christian University.

Profile Information

Co-Founder & Principal

Bellevue Asset Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Bellevue

Washington

United States

Aug 5, 2024

Work Experience

Bellevue Asset Management

Co-Founder & Principal
Jun 2003 - Present
Email: jillm@bellevueasset.com

More profiles to browse

Profile Photo
Birgitte Olsen
Senior Portfolio Manager and Head Entrepreneur Investments
Profile Photo
Michael Hutter
Cooling off
Profile Photo
Marcel Fritsch
Portfolio Manager
Profile Photo
Markus Peter
Head of Systems and Products

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC