Our Team

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

Jon Sobotkin

Partner

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 Behr

Vice President

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 LaRosa CFP®

Investment Advisor Representative

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 Fox CFP®, ChFC®, RICP®

Investment Advisor Representative

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 BBPWM, 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 Indelicarto

Executive Assistant

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.

Michael Weber, CFP®

Investment Advisor Representative

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 BBPWM. His journey in the financial services industry has shown he only wants to sit on the same side of the table as his clients.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Blue Bell is engaged, or continues to be engaged, to provide investment advisory services.