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The Blue Bell Team

THE BLUE BELL TEAM

J. Scott Miller, Managing Partner, Chief Investment Officer
Scott began his investment career after graduating from The Pennsylvania State University in 1971.  Within seven years he became a partner of the NYSE firm of Elkins Morris Stroud & Company in Philadelphia, PA.  Scott was then elected to the five person board and in 1982 was instrumental in the sale of the firm to Prudential Securities where he became a Senior Vice President and Member of the Chairman’s Council.  In 2000, Scott joined Morgan Stanley as a Senior Vice President and was a Member of the Chairman’s Club.

Scott founded Blue Bell Private Wealth Management in April of 2005, with the vision of permanently improving every client's financial position, simplifying their lives and achieving reliable investment results, through independent management.  Currently, Scott resides in Blue Bell, Pennsylvania with his wife of 35 years, they have four children. Scott is an active member of his community; he currently sits on the board of Crossing the Finish Line, a charity that works with cancer patients and their families.  Scott can be reached via email at jsmiller@bluebellpwm.com


Scott Miller Jr., Managing Partner
Prior to the founding of Blue Bell Private Wealth Management, Scott was an Investment Advisor at Morgan Stanley.  Scott specializes in securities at Blue Bell Private Wealth Management; diligently modeling financial products while vigilantly watching the market in real time on a daily basis.

Currently, Scott resides in Wayne, PA with his wife and two daughters.  Scott graduated with an A.B. in Economics & Business from Lafayette College. Scott can be reached via email at smiller@bluebellpwm.com


Justin Capetola, Managing Partner
Prior to the founding of Blue Bell Private Wealth Management, Justin was an Investment Advisor at Morgan Stanley.  Justin specializes in client relations at Blue Bell Private Wealth Management; continuously meeting with clients, reviewing account holdings, discussing policies and procedures, while educating the client about our approach to investing.  He is also designated as the firm’s Chief Compliance Officer and also serves as Chief Operating Officer.

Justin is a native of the greater Philadelphia area.  Raised in nearby Bucks County, PA, he attended LaSalle College High School and would continue his education at Gettysburg College.  Justin earned his Bachelor of Arts in Management in 2002 and holds a United States Coast Guard Merchant Mariner’s License.  He currently resides in Conshohocken, PA with his wife.  Justin can be reached via email at jcapetola@bluebellpwm.com


Jon Sobotkin, Investment Advisor Representative
Jon Sobotkin initially joined the Blue Bell Private Wealth Management team as an intern during the summer of 2005 and accepted a full-time position a year later. 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. He is Series 65 licensed. 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.  Jon can be reached via email at jsobotkin@bluebellpwm.com
 
Megan Gosser
Megan is a native of the greater Philadelphia area.  Raised in Chestnut Hill , she attended Gywnedd Mercy Academy and continued her education at the University of Scranton, where in 2004 she earned a Bachelors of Science in Marketing.  Prior to joining Blue Bell, Megan was an internal wholesaler with ING Annuity and Life Insurance Company. Megan will primarily assist in operations, customer service and marketing. Megan can be reached via email at mgosser@bluebellpwm.com
 
 

 

     
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