J. Scott Miller, Managing Partner
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. They have four children and four grandchildren.
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.
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.
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 Harleysville, PA with his wife, daughter and two sons.
Jon Sobotkin, Partner
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 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.
Jon is an active member of the For Pete’s Sake Cancer Respite Foundation Walk Committee who holds an annual charity walk at Citizens Bank Park in Philadelphia.
Hank Fox, Investment Advisor Representative
Before joining BBPWM, Hank was an Investment Advisor at Morgan Stanley. Previously, Hank had a successful career in the bio-pharmaceutical industry, including several years as an independent consultant. Hank also is a volunteer for the Philadelphia affiliate of Susan G. Koman for the Cure.
Hank received his Bachelor’s degree from LaSalle University and his Master’s degree from Temple University. Hank and his wife reside in Blue Bell.
Jim Behr, Investment Advisor Representative
Jim is a native of the greater Philadelphia area, born and raised in Lafayette Hill, PA. 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. He is a graduate of LaSalle College High School and graduated from Syracuse University in 2012. Jim is an assistant crew coach as LaSalle College High School. Jim 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.
Bonnie Indelicarto, Executive Assistant
Bonnie is a native of South Jersey. She has recently relocated from the Ocean City, NJ area to Montgomery County, PA. Bonnie has a degree in Communications and brings with her 20 years of office management experience. She is the Mother of 3 grown sons and resides with her Husband and rescue dog Emma in Harleysville, PA.
Bonnie has been very involved in many charitable organizations for Breast Cancer awareness (Gilda’s Club South Jersey Chapter), Wounded Warrior events and currently volunteers at a CSA farm Living Hope in Harleysville.
Tom Monzo, Associate
Tom is a native of the greater Philadelphia area, growing up in Flourtown, PA and attending the William Penn Charter School in East Falls. After completing a summer internship at Blue Bell PWM during the summer of 2014, Tom rejoined full time in July of 2017. He received his B.S. in Business Administration from the University of Richmond in May of 2016, where he was a member of the Men’s Lacrosse team. Tom is an Investment Advisor Representative, assisting with financial models, investment strategy and asset allocation.
Alex LaRosa, Client Relations Associate
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 currently working as an associate with a focus on building and maintaining client relationships.