Wallace Hart Capital Management

Jessica Bedell is a financial advisor at Wallace Hart Capital Management in Lexington, KY, with 17 years of industry experience. She holds the Series 66 designation and has worked at Wallace Hart since 2017, following a decade at UBS Financial Services. Wallace Hart Capital Management serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management as well as limited financial planning. The firm uses fundamental analysis to guide investments across mutual funds, ETFs, and equities, and sponsors private pooled funds employing a long/short equities strategy.

Jeremy Wallace is a financial advisor at Wallace Hart Capital Management in Lexington, KY, with 24 years of industry experience. He holds a Series 66 designation and has worked at Wallace Hart since 2017, following four years at UBS Financial Services Inc. Wallace Hart Capital Management serves individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs fundamental analysis and a range of strategies including long/short equity positions and options, managing both discretionary and non-discretionary portfolios as well as private pooled funds.

Brandon Smith is a financial advisor at Wallace Hart Capital Management in Lexington, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Wallace Hart, he worked at Total Quality Logistics and Speedway. Wallace Hart Capital Management serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, limited financial planning, and advises private pooled investment vehicles using fundamental analysis and an equities-based long/short approach.

Michael Hart is a financial advisor at Wallace Hart Capital Management in Lexington, KY, holding a Series 66 designation with 13 years of industry experience. He worked at UBS Financial Services Inc. from 2012 to 2017 before joining Wallace Hart Capital Management, where he has been since 2017. Wallace Hart Capital Management serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management along with limited financial planning, using fundamental analysis and a range of strategies including long/short equity approaches for its private pooled funds.