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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
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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
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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
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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
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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
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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
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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
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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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Two
Walnut Creek Center, 200 Pringle Avenue, Suite 450, Walnut Creek, CA 94596
(925) 932-0344, (800) 783-0344, (FAX) (925) 932-8216
(c) 2007 Bedell
Investment Counselling. All Rights Reserved.
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