Bedell Investment Counselling


Our People

		JUDITH BEDELL – PRESIDENT & FOUNDER jude@bedellinvest.com Jude has over 35 years experience in the investment business. She received a Bachelor of Science degree in Linguistics from Georgetown University. She studied at the Sorbonne in Paris and New York University Graduate School of Business earning her M.B.A. degree at the University of San Francisco. She founded Bedell Investment Counselling in 1975. A seasoned Wall Street veteran and SEC-registered, Jude is our Chief Investment Officer. She heads up Bedell Investment Counselling’s Bond Department and works on financial planning strategies. Jude is a member of the CFA Institute, Security Analysts of San Francisco, Financial Women’s Association, Estate Planning Council, Georgetown Alumni Association, Harroun Family Foundation and Round Hill Country Club. A Walnut Creek resident for over 25 years, Jude is a San Francisco 49ers season ticket holder and an avid San Francisco Giants fan.

		MICHAEL FRAZIER – VICE-PRESIDENT & PORTFOLIO MANAGER mike@bedellinvest.com Mike has over 13 years experience in the investment and media industries. He started his professional career in television production with CNN & Turner Broadcasting in Atlanta. Mike entered the investment business with SG Cowen in San Francisco on the Institutional Equity sales desk in research and trading. He also had a stint in New York running the financial site for NBC’s internet division. Mike joined Bedell Investment Counselling in 2002 and became a Partner in 2004. Mike oversees daily operations and is responsible for equity research, trading, managing portfolios, and marketing and sales. Mike earned his B.A. from the University of California at Berkeley as a History Major and played rugby. He has taken post graduate courses in Finance from UC Extension. S.E.C. registered, Mike is also a member of the University of California Alumni Association and the Society of California Pioneers. Mike and his wife Shelley are the proud parents of twin girls Samantha and Nikki. They reside in Moraga.

		JESSIE REILLY – DIRECTOR OF PORTFOLIO MANAGMENT jessie@bedellinvest.com Jessie has over 30 years of money management experience. Before joining Bedell Investment Counselling, Jessie was a Senior Investment Officer at Bank of America and an Assistant Vice-President at Wells Fargo. As Director of Portfolio Management, Jessie oversees all portfolios and chairs the weekly Guild meeting of portfolio managers which is a quality assurance process at Bedell Investment Counselling. She manages over 50 portfolios. Jessie received her B.A. from Saint Joseph’s College in New York and attended the American Institute of Banking. She is a member of the CFA Institute and Financial Women’s Association. Jessie loves to travel and has been all over the world.

		NANCY TREDWELL – CHARTERED RETIREMENT PLANNING COUNSELOR nancy@bedellinvest.com Nancy joined Bedell Investment Counselling in 1989. She has been helping clients plan successful retirements for almost 20 years and has received the professional designation of Chartered Retirement Planning Counselor. She is a full-time financial planner at Bedell Investment Counselling. A graduate of Western Washington University, Nancy is a member of the Financial Planning Association and the Estate Planning Council. Nancy is an active participant in her book club and lives with her two daughters and husband Al in Walnut Creek.

		MEREDITH ROSEN – COMPTROLLER meredith@bedellinvest.com Meredith has over six years of experience with information systems, accounting and market research. As Comptroller she keeps the company running and handles client billing. Meredith organizes a number of annual client events including our “Annual Outlook Luncheons” and “Back to School Luncheons.” She also works with Senior Portfolio Managers on over 30 select client accounts. She is a graduate of Boston College’s Carroll School of Management and received her MBA from University of San Francisco’s Executive MBA program. Meredith is a board member and financial chair of the Harroun Family Foundation and an active member of the planning committee for the Northern California Chapter of the Boston College Alumni Association. A native of New Jersey, Meredith lives in San Rafael with her husband Alan and their dog Champ.

		MICHAEL HARRIS – PORTFOLIO ANALYST mikeharris@bedellinvest.com Mike joined Bedell Investment Counselling in 2006 as a Portfolio Analyst trading both stocks and bonds. Mike works with portfolio managers to streamline trading processes and keeps an eye on portfolios at the global level. He also manages over 50 client portfolios. Mike has a B.S. degree in Business Administration from St. Mary’s College in Moraga. He returned to St. Mary’s and received his M.B.A. degree with an emphasis on finance in 2007.During his undergraduate years, Mike was awarded an athletic scholarship for baseball where he led the team in triples and ended with a .300 lifetime batting average. He and his fiancé are planning a summer 2009 wedding.

		JOHN K. BEDELL – TECHNOLOGY MANAGER John joined Bedell Investment Counselling 20 years ago as a De La Salle High School student. A self-proclaimed “techie,” John is responsible for all of the state-of-the-art technology that drives Bedell Investment Counselling’s investment and planning programs. John attended California Institute for the Arts and U.S.C. Film School. An experienced documentary filmmaker, John lives in Pleasant Hill.