Blue Bell Private Wealth Management, LLC

David Lorditch is a CFP® professional with one year of experience, currently serving at Blue Bell Private Wealth Management, LLC. Prior to joining Blue Bell, he worked for nine years at Bryn Mawr Trust. Blue Bell Private Wealth Management offers discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and estates. The firm’s investment approach includes exchange-traded funds, closed-end funds, structured investments, and options strategies, with ongoing portfolio management tailored to client objectives.

Henry Fox is a CFP® and ChFC® with 15 years of industry experience, currently serving at Blue Bell Private Wealth Management, LLC since 2012. He also owns and consults through Fox Consulting, a non-investment-related business. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and estates. The firm’s investment approach uses exchange-traded funds, closed-end funds, and structured investments, incorporating options strategies and fundamental and cyclical analysis.

Michael Weber is a CFP® with 20 years of industry experience and currently serves as an advisor at Blue Bell Private Wealth Management, LLC. His prior roles include positions at BlueSphere Advisors LLC and Your Planning Partners LLC. He is also involved with the Colonial Community Organization. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.

Jon Sobotkin is a financial advisor at Blue Bell Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Blue Bell Private Wealth Management since 2006. Blue Bell Private Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, utilizing fundamental and cyclical analysis along with options strategies and structured notes as part of portfolio management.

J Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Blue Bell since 2005. Blue Bell Private Wealth Management serves individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm focuses on discretionary and non-discretionary portfolio management using exchange-traded funds, closed-end funds, and structured investments, and incorporates fundamental and cyclical analysis alongside options strategies and structured notes in its investment approach.

Daniel Levinson is a CFP® with 11 years of industry experience. He is currently with Blue Bell Private Wealth Management, LLC, where he has worked since 2024. Prior to that, he spent nine years at MOR Wealth Management. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, and other advisers. The firm’s investment approach includes exchange-traded funds, closed-end funds, and structured investments, with portfolio management tailored to client objectives and notable use of derivatives and structured notes.

Alex La Rosa is a CFP® with seven years of industry experience, currently serving as an advisor at Blue Bell Private Wealth Management, LLC since 2017. Prior to joining Blue Bell, he worked at ACC Consumer Finance and has experience at Temple University. Blue Bell Private Wealth Management serves individual and high-net-worth clients as well as pension plans, corporations, trusts, and estates, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan participant account management. The firm’s investment approach uses exchange-traded funds, closed-end funds, and structured investments, incorporating fundamental and cyclical analysis and options strategies within separately managed accounts.

Joshua Pearson is a CFP® and Series 66-licensed advisor with nine years of industry experience. He currently serves at Blue Bell Private Wealth Management, LLC and has prior experience at Vanguard, WSFS Investments, and Merrill Lynch. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach emphasizes exchange-traded funds, closed-end funds, and structured investments, incorporating fundamental and cyclical analysis along with options strategies and structured notes.

Justin Capetola is a financial advisor with Blue Bell Private Wealth Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Blue Bell Private Wealth Management since 2005. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.

Jonathan Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Blue Bell Private Wealth Management since 2005. Blue Bell Private Wealth Management provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other advisers. The firm’s investment approach focuses on exchange-traded funds, closed-end funds, and structured investments, employing fundamental and cyclical analysis along with options strategies and structured notes.