Our Team

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.

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. Scott graduated with an A.B. in Economics & Business from Lafayette College. Currently, Scott resides in Ambler, PA with his wife, two daughters and son.

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 lives in Harleysville, PA with his wife, daughter, and two sons.

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 atPenn 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.

Jim is a Vice President and a member of the Investment Strategy Committee where he assists with portfolio management and investment strategy. He also is an advisor and helps clients with retirement and financial planning. He initially joined the Blue Bell Private Wealth Management team as an intern during the winter of 2013 and joined full time in the fall of 2015. Originally from the Philadelphia area, Jim is a graduate of Syracuse University and LaSalle College High School and now lives in Mt. Pleasant, SC just outside of Charleston with his wife and daughter.

Alex Is a native of the greater Philadelphia area, growing up in Lansdale, PA and attending Christopher Dock High School. Before graduating from Temple University with a bachelor’s in finance Alex served four years in the United States Marines Corps. Alex started at Blue Bell PWM as an intern in August 2017 before starting full time in July 2018. Alex is an Investment Advisor Representative with a focus on building and maintaining client relationships.

Hank is a CERTIFIED FINANCIAL PLANNER™ professional, a certification awarded to individuals who have completed extensive education and experience requirements, and who meet the high standards of competency and ethics established by the CFP Board. Additionally, Hank obtained the Chartered Financial Consultant® designation and the Retirement Income Certified Professional® program designed to help clients plan for a secure retirement. Before joining Blue Bell Private Wealth Management, Hank was an Investment Advisor at Morgan Stanley. He received his Master’s degree from Temple University and his Bachelor’s degree from La Salle University. Born and raised in Philadelphia, Hank currently resides in Blue Bell with his wife. He enjoys golfing, traveling and solving crossword puzzles.

Bonnie was born and raised in southern New Jersey. After getting her Degree in Communications, she worked in the casino industry as a personnel manager. After 15 years she changed careers’ and worked as an assistant office manager at a primary care doctor’s office. She and her husband moved to PA in 2017, where she began working at Blue Bell PWM, when her children were grown. Recently, Bonnie has become a new Grandparent, which prompted the move back to South Jersey to be minutes away from her children and growing family. She and her husband enjoy volunteering for an environmental group in the area and continue the photography business that her husband stared over 30 years ago.

Mike began his career with a large broker-dealer after graduating from PSU Smeal College of Business with a BS in Economics in 2005. Mike has maintained his CFP® designation for over 10 years and has spent most of that time in the background doing financial planning analysis, investment research, portfolio management, and trading. Mike has decided to come out of the shadows to focus his skills on working with clients directly and is proud to be on the team at Blue Bell Private Wealth Management. His journey in the financial services industry has shown he only wants to sit on the same side of the table as his clients.

Lauren just joined the Blue Bell Private Wealth Management team in October 2022. Lauren has lived in the area her entire life. She grew up in Collegeville and now resides in Blue Bell. Lauren graduated from DeSales University with a BS in Criminal Justice but found her calling as an Administrative Assistant right out of college. She has worked in the administrative assistant role throughout her career. Lauren enjoys cooking, and spending time with her Goddaughter and two dogs.

Gena is a native of the Southern New Jersey area. After obtaining her MSM, Master’s Degree in Business Administration, Gena worked for Ameriprise Financial in Tampa, Florida, where she scored the highest client satisfaction score in the Southern Region with a 100% customer service score. Her passion for building successful client relationships and providing exceptional care started in her childhood as she helped at her parents’ hotel business. After relocating back to the Southern New Jersey area, Gena obtained her New Jersey Real Estate license. Besides her two children, some of her greatest rewards have come from the relationships she has built with clients over the years. With a desire to help people, Gena will work hard on your behalf. When Gena isn’t working, she enjoys spending time with her family and friends, cooking, traveling, and taking walks on the beach with the family’s beloved Golden Retriever, Buddy.