Nikki Bell Appointed Senior Vice President of BridgePort's Operations and Service Division
Nikki Bell has recently joined BridgePort Financial Solutions as the new Senior Vice President of Operations and Service, marking a significant addition to the firm’s strategic leadership team. BridgePort is recognized as a prominent registered investment advisor (RIA) firm focused on serving fee-only independent advisors. In this new role, Bell will oversee the operational functions of the firm, ensuring that the strategies and services provided align with the growing needs of their expanding network of advisors.
Reporting directly to Managing Director Eddie Rollins, Bell's primary responsibilities will include streamlining BridgePort’s advisory platform and enhancing client and advisor services. With a keen focus on improving technology frameworks, training, trading, and supervision capabilities, Bell is expected to make substantial contributions toward better service delivery. His experience in the financial advisory market will be invaluable as he collaborates with BridgePort’s leadership to develop innovative platforms and services designed to assist independent advisors in scaling their businesses.
"We are thrilled to welcome Nik to our team at BridgePort. His extensive background in operational leadership within wealth management perfectly positions him to drive our initiatives forward," Rollins commented. "Nik's adeptness at leading complex integrations and building efficient operational processes is critical as we strive to deliver top-tier solutions to our advisors."
Bell comes to BridgePort with over 20 years of experience in operations and senior leadership roles across various financial services firms. Prior to his appointment, he spent nearly a decade at Lenox Wealth Advisors, LLC in New York. During his tenure, Bell managed a team of portfolio managers where he implemented diverse investment strategies across several model portfolios. Notably, in 2022, he facilitated the successful integration of Lenox into WealthSpire Advisors. His role involved overseeing the transition of client data and operational workflows, thereby ensuring a seamless transition for clients.
Bell also boasts a rich history of leadership roles at prestigious organizations including Dunbar Capital Management, UBS Financial Services, and Morgan Stanley. His expertise in managing and improving operational environments will undoubtedly add substantial value to BridgePort’s ongoing efforts to support independent advisors who seek to bolster their offerings.
BridgePort operates as a wholly owned subsidiary of Cambridge Investment Group, which comprises several other financial entities, including Cambridge Investment Research Advisors, Inc., a substantial corporate RIA, and Cambridge Investment Research, Inc., an independent broker-dealer. Since its launch in January, BridgePort has quickly established itself in the market, currently managing over $1 billion in assets under advisement (AUA), and is committed to the growth and sustainability of fee-only independent advisors.
The establishment of BridgePort and the hiring of professionals like Nikki Bell underline the firm’s dedication to providing customizable solutions that encompass technology, succession planning, practice management, and business consulting for independent advisory firms. By prioritizing the needs of advisors and their clients, BridgePort helps cultivate long-term business relationships and enhances overall operational success in a dynamic financial landscape.
To learn more about BridgePort and their services available to independent advisors, visit their website or reach out to them directly. With Nikki Bell at the helm of operations, the firm is poised for growth and innovation in the financial advisory sector.
Reporting directly to Managing Director Eddie Rollins, Bell's primary responsibilities will include streamlining BridgePort’s advisory platform and enhancing client and advisor services. With a keen focus on improving technology frameworks, training, trading, and supervision capabilities, Bell is expected to make substantial contributions toward better service delivery. His experience in the financial advisory market will be invaluable as he collaborates with BridgePort’s leadership to develop innovative platforms and services designed to assist independent advisors in scaling their businesses.
"We are thrilled to welcome Nik to our team at BridgePort. His extensive background in operational leadership within wealth management perfectly positions him to drive our initiatives forward," Rollins commented. "Nik's adeptness at leading complex integrations and building efficient operational processes is critical as we strive to deliver top-tier solutions to our advisors."
Bell comes to BridgePort with over 20 years of experience in operations and senior leadership roles across various financial services firms. Prior to his appointment, he spent nearly a decade at Lenox Wealth Advisors, LLC in New York. During his tenure, Bell managed a team of portfolio managers where he implemented diverse investment strategies across several model portfolios. Notably, in 2022, he facilitated the successful integration of Lenox into WealthSpire Advisors. His role involved overseeing the transition of client data and operational workflows, thereby ensuring a seamless transition for clients.
Bell also boasts a rich history of leadership roles at prestigious organizations including Dunbar Capital Management, UBS Financial Services, and Morgan Stanley. His expertise in managing and improving operational environments will undoubtedly add substantial value to BridgePort’s ongoing efforts to support independent advisors who seek to bolster their offerings.
BridgePort operates as a wholly owned subsidiary of Cambridge Investment Group, which comprises several other financial entities, including Cambridge Investment Research Advisors, Inc., a substantial corporate RIA, and Cambridge Investment Research, Inc., an independent broker-dealer. Since its launch in January, BridgePort has quickly established itself in the market, currently managing over $1 billion in assets under advisement (AUA), and is committed to the growth and sustainability of fee-only independent advisors.
The establishment of BridgePort and the hiring of professionals like Nikki Bell underline the firm’s dedication to providing customizable solutions that encompass technology, succession planning, practice management, and business consulting for independent advisory firms. By prioritizing the needs of advisors and their clients, BridgePort helps cultivate long-term business relationships and enhances overall operational success in a dynamic financial landscape.
To learn more about BridgePort and their services available to independent advisors, visit their website or reach out to them directly. With Nikki Bell at the helm of operations, the firm is poised for growth and innovation in the financial advisory sector.
Topics Financial Services & Investing）
【About Using Articles】
You can freely use the title and article content by linking to the page where the article is posted.
※ Images cannot be used.
【About Links】
Links are free to use.