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Jon Porter

CEO of Three Bell Capital

Jon Porter is the CEO of Three Bell Capital, a financial services company based in Los Altos, California.1 He has been leading the company since November 2011, focusing on providing comprehensive financial advice to private family and corporate retirement plan clients.1

Professional Background

Jon Porter has an extensive background in finance and technology:

  • Three Bell Capital: As CEO, he leads efforts to offer holistic, unbiased financial advice to clients with complex financial situations.1
  • Three Bridge Wealth Advisors, LLC: Served as Director from August 2009 to October 2011.1
  • Morgan Stanley Investment Management: Worked as a Financial Advisor from January 2007 to August 2009.1
  • Apple Computer, Inc.: Held the position of Global Licensing Manager from April 2002 to January 2007.1

Education

Porter has a strong educational background:

  • University of Washington: BA in Political Science & English (1993-1997).1
  • Santa Clara University School of Law: Juris Doctorate in High Tech and IP Law, graduating Magna Cum Laude (1998-2001).1
  • Yale School of Management: Certified Private Wealth Advisor® (CPWA®) in Wealth Management (2017-2021).1

Company Overview

Three Bell Capital, founded in Silicon Valley, specializes in:

  • Private wealth management
  • Corporate retirement plans (401(k), cash balance, and deferred comp plans)
  • Comprehensive financial advice including asset management, estate planning, tax strategy, insurance coverage, and lending.1

Jon Porter's LinkedIn username is indeed "threebell".1

Highlights

Jul 25 · linkedin

Rarely do we get to love what we do, and who we do it with. This is a shot of the Three Bell Alpine Mountaineering Team at the Mt. Shasta summit (14,190 feet), which we climbed on Weds. Very similar to our work with clients, climbing mountains requires skill, training, teamwork, and dedication. Thanks Dean Somes, Zach Kerr, CFA, Evan Troop for being great friends and great teammates!

Jan 27 · linkedin

Today I’m at Corbin’s amazing custom saddle shop, getting a new seat made for my motorcycle. Walking thru the shop, I noticed this wall of plaques. There are about 40 plaques total. What you have to zoom in to see and appreciate are the employees’ names and, in particular, their years of service. It’s insane. 28 of Corbin’s employees have been there for 20 years. 9 have been there for 30 years. And 1 has been there for 50 YEARS, since 1971. Clearly Corbin is doing something very right, and I’m going to do my best to get an audience with Mike Corbin and find out what…

Related Questions

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Jon Porter
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Experience

CEO at Three Bell Capital since November 2011
Director at Three Bridge Wealth Advisors, LLC (2009 - 2011); Financial Advisor at Morgan Stanley Investment Management (2007 - 2009); Global Licensing Manager at Apple Computer, Inc. (2002 - 2007)

Education

Certified Private Wealth Advisor® at Yale School of Management (2017 - 2021); Juris Doctorate, High Tech and IP Law, Magna Cum Laude at Santa Clara University School of Law (1998 - 2001); BA in Politi

Location

Los Altos, California, United States