CoverProfile

Jon Sobotkin

Partner

Blue Bell Private Wealth Management

United States, Pennsylvania, Lansdale

About Me

Jon graduated in May 2006 from The Pennsylvania State University with a B.S. in Finance and a minor in Economics. As a student in the Smeal College of Business at Penn State, he was an active member of the Nittany Lion Fund as a Fund Manager and an analyst of the Energy Sector. Jon is an Investment Advisor Representative and an active member of the Investment Strategy Committee where he assists with financial models, investment strategy and asset allocation.

Profile Information

Partner

Blue Bell Private Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Lansdale

Pennsylvania

United States

Aug 20, 2024

More profiles to browse

JS
Jonathan Scott Miller
Managing Partner
HF
Hank Fox
Investment Advisor Representative, Financial Planner
Profile Photo
Justin Capetola
Managing Partner
Profile Photo
J. Scott Miller Jr.
Co-Founder and Managing Partner

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc