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


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 B.S. in Finance, Alex served four years in the United States Marines Corps. Alex started at Blue Bell Private Wealth Management as an intern in August 2017 before joining 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 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 Indelicarto

Director of Operations

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 Private Wealth Management, 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 started over 30 years ago.

Michael Weber, CFP®

Investment Advisor Representative

Mike began his career with a large broker-dealer after graduating from The Pennsylvania State University Smeal College of Business with a B.S. in Economics in 2005. Mike has maintained his Certified Financial Planner (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 Gaydos

Executive Assistant

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 B.S. 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 Montalbano

Executive Assistant

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.

*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.


Are you currently working with an Investment Manager?
Are you retired?
Is there anything specific you would like to discuss?



As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.



Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.

Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.

Charles Schwab

Access your account information, statements and tax documents.