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Judith Bedell, President and Founder
  • Founded Bedell Investment Counselling in 1975
  • M.B.A. University of San Francisco; New York University
    Graduate School of Business
  • B.S.L. Georgetown University; Sorbonne in Paris
  • Member; CFA Institute, Security Analysts of San Francisco,
    Financial Women’s Association, Georgetown Alumni Association
    and Roundhill Country Club
Michael Frazier, Vice-President, Portfolio Manager
  • Joined Bedell Investment Counselling in 2002
  • B.A. UC Berkeley
  • Over ten years investment and media industry experience.
  • Institutional Equity Sales SG Cowen
  • Financial Producer, NBC Internet
  • S.E.C. Registered
  • B.A. University of California at Berkeley
  • UC Extension, Business Administration
  • Member: Society of California Pioneers
Jessie Reilly, Director of Portfolio Management
  • Over 30 years of money management experience
  • B.A. Saint Joseph’s College
  • American Institute of Banking
  • Senior Investment Officer, Bank of America Assistant VP, Wells
    Fargo
  • Member; CFA Institute and Financial Women’s Association
Nancy

Nancy Tredwell, Financial Planner

  • Joined Bedell Investment Counselling in 1989
  • B.A. Western Washington University
  • Member; Financial Planning Association, Estate Planning Council
  • Chartered Retirement Planning Counselor

 

Meredith Millet Rosen, Comptroller
  • B.S. Boston College
  • Over 5 years of information systems, accounting & marketing
    experience
  • Campbell, De Vasto & Associates CPAs
  • Member; Boston College Alumni Association and AHL Foundation
    Board

Michael Harris, Portfolio Analyst

  • Joined Bedell Investment Counselling in 2006
  • B.S. in Business Administration from St. Mary’s
  • MBA candidate (June ‘07) emphasis in Finance at St. Mary’s College, Moraga,
    CA
  • Awarded student athlete scholarship for baseball
 

Risa Peterson, Office Manager & Portfolio Administrator

  • Joined Bedell Investment Counselling in 2006
  • Graduate of Arizona State University
  • Brings account documentation experience from background in Real Estate and Title business
  • Certification in California Real Estate


John K. Bedell, Technology Manager

  • Joined Bedell Investment Counselling in 1987
  • California Institute of the Arts
  • USC Film School
  • Member: Pleasant Hill Homeowners’ Association

 

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Bedell Investment Counselling. All Rights Reserved.