Michael Frazier

Michael Frazier

President

Mike has over 20 years experience in the investment and media industries. He earned his B.A. from the University of California at Berkeley where he majored in History and played rugby.

Mike began his professional career in television production with CNN & Turner Broadcasting in Atlanta. He entered the investment business in 1998. Mike joined Bedell in 2002 and became a partner in 2004.

Mike has been quoted in Bloomberg, Reuters and the Wall Street Journal, as well as a financial market contributor on Bloomberg’s Bay Area radio affiliate and Diablo Valley’s KKDV.

Mike is a member of the University of California Alumni Association, the CNN Alumni Association, and the Society of California Pioneers. He’s also an active supporter of the Children’s Health Guild, the Animal Rescue Foundation and Save Mt. Diablo. Mike and his wife Shelley are the proud parents of three daughters; Samantha, Nikki and Brooke.

Meredith Rosen

Meredith Rosen

Portfolio Manager

A graduate of Boston College’s Carroll School of Management, Meredith received her MBA from the University of San Francisco. She remains active in both alumni associations.
As Chief Operating Officer, Meredith keeps the company running. As Portfolio Manager, she manages client accounts. A detail-oriented person with a flair for event organization, Meredith coordinates client events including our “Annual Outlook” and “Back to School” events. She joined Bedell Frazier in 2004.

In 2013 Meredith co-authored the educational book The 1-2-3s of Retirement with Jude Bedell. It is available at www.amazon.com on the Kindle platform. Read it on your PC, Mac, iPad, iPhone or Droid!

Meredith is a member of Financial Women of San Francisco. Socially, she is a board member and financial chair of the Marin Parents of Multiples Club.

Meredith lives in San Rafael with her husband Alan and their twins Roxanne and Rex.

Mike Harris, CMT

Mike Harris, CMT

Portfolio Manager and Chartered Market Technician

Mike received his M.B.A. degree with an emphasis in finance from St. Mary’s College of California. Mike also holds his undergraduate B.S. degree in Business Administration from St. Mary’s College. In 2014 Mike became a Chartered Market Technician.

Mike joined Bedell Frazier in 2006. In addition to his Portfolio Manager duties, Mike is the in house Market Technician. He analyzes the charts both on the equity and fixed income side for investment opportunities. Mike reviews fixed income investments as Bedell Frazier’s bond analyst and trader. Mike has been an affiliate member of the Market Technicians Association since 2011.

He and his wife Haley reside in Walnut Creek.

Nancy Tredwell, CRPC

Nancy Tredwell, CRPC

Financial Planner

A graduate of Western Washington University, Nancy joined Bedell in 1989.
Nancy has been helping clients with their financial planning needs for over 25 years and has received the professional designation of Chartered Retirement Planning Counselor. She creates the financial plans that drive the investment allocations. In 2010, she took over the management of the firm’s operations and new account administration.

Nancy is a member of the Financial Planning Association, the Estate Planning Council and the Financial Women of San Francisco.
Mother to two grown daughters, she is an active participant in her book club and lives with her husband Al in Walnut Creek.

Barbara Collins

Barbara Collins

Investment Counsellor, CFP

With over 25 years of experience in the financial services industry, Bedell Frazier was fortunate to have Barbara rejoin its’ team in 2017. Barbara is a dynamic investment professional and financial planner who is committed to delivering the best client experience. She works closely with families and individuals to develop and recommend an investment strategy that is most appropriate for their needs and goals.

Barbara has a Certified Financial Planning designation from Golden Gate University. As an Investment Counsellor, CFP at Bedell Frazier she is continuing her life mission of helping clients realize their financial dreams through customized investment portfolios and sound financial plans.

Prior to rejoining Bedell Frazier, Barbara worked as Fidelity Investments where she served as Vice President and Senior Account Executive. She was responsible for providing investment guidance and financial planning to high net worth clients.

Barbara enjoys traveling with her husband Dave, cycling and spoiling her yellow lab.

Debbie Mitchell, CFA, CFP

Debbie Mitchell, CFA, CFP

Portfolio Manager

Bedell Frazier recently had the good fortune of welcoming Investment Counselor Debbie Mitchell to the team. She comes to BFIC with over 17 years experience in the investment industry as a portfolio manager and research analyst for a local investment advisory firm. Debbie’s career path began in the field of social work. But, after several years as a social worker she discovered a keen interest in working with investment portfolios and financial planning. She has a Master of Social Work degree from California State Long Beach and holds the Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP) Certification. As a portfolio manager working for Bedell Frazier, Debbie will be able to continue doing what she enjoys most; working with clients to develop their financial objectives and maintain their successful investment plans.

Steve A. Noroian

Steve A. Noroian

Senior Advisor

After more than three decades in the investment management business, Steve Noroian believes the investment team concept, driven by quality in-house fundamental research, can ensure long-term investment success. On March 17, 1986, he founded Noroian Capital Management based on that principle. Steve began his investment career in 1964 at Crocker National Bank where he had direct investment responsibilities for tax-exempt institutional assets, including Crocker’s pension plan. In 1972, he joined Sutro Capital Management, a division of Sutro & Co. Subsequently, he was Chief Investment Officer of Vestaur-San Francisco, First Pennsylvania Bank’s West Coast institutional and private money management division. Steve is a member of the CFA Institute and CFA Society of San Francisco.

Michael Frazier

Michael Frazier

President

Mike has over 20 years experience in the investment and media industries. He earned his B.A. from the University of California at Berkeley where he majored in History and played rugby.

Mike began his professional career in television production with CNN & Turner Broadcasting in Atlanta. He entered the investment business in 1998. Mike joined Bedell in 2002 and became a partner in 2004.

Mike has been quoted in Bloomberg, Reuters and the Wall Street Journal, as well as a financial market contributor on Bloomberg’s Bay Area radio affiliate and Diablo Valley’s KKDV.

Mike is a member of the University of California Alumni Association, the CNN Alumni Association, and the Society of California Pioneers. He’s also an active supporter of the Children’s Health Guild, the Animal Rescue Foundation and Save Mt. Diablo. Mike and his wife Shelley are the proud parents of three daughters; Samantha, Nikki and Brooke.

Meredith Rosen

Meredith Rosen

Portfolio Manager

A graduate of Boston College’s Carroll School of Management, Meredith received her MBA from the University of San Francisco. She remains active in both alumni associations.
As Chief Operating Officer, Meredith keeps the company running. As Portfolio Manager, she manages client accounts. A detail-oriented person with a flair for event organization, Meredith coordinates client events including our “Annual Outlook” and “Back to School” events. She joined Bedell Frazier in 2004.

In 2013 Meredith co-authored the educational book The 1-2-3s of Retirement with Jude Bedell. It is available at www.amazon.com on the Kindle platform. Read it on your PC, Mac, iPad, iPhone or Droid!

Meredith is a member of Financial Women of San Francisco. Socially, she is a board member and financial chair of the Marin Parents of Multiples Club.

Meredith lives in San Rafael with her husband Alan and their twins Roxanne and Rex.

Mike Harris, CMT

Mike Harris, CMT

Portfolio Manager and Chartered Market Technician

Mike received his M.B.A. degree with an emphasis in finance from St. Mary’s College of California. Mike also holds his undergraduate B.S. degree in Business Administration from St. Mary’s College. In 2014 Mike became a Chartered Market Technician.

Mike joined Bedell Frazier in 2006. In addition to his Portfolio Manager duties, Mike is the in house Market Technician. He analyzes the charts both on the equity and fixed income side for investment opportunities. Mike reviews fixed income investments as Bedell Frazier’s bond analyst and trader. Mike has been an affiliate member of the Market Technicians Association since 2011.

He and his wife Haley reside in Walnut Creek.

Nancy Tredwell, CRPC

Nancy Tredwell, CRPC

Financial Planner

A graduate of Western Washington University, Nancy joined Bedell in 1989.
Nancy has been helping clients with their financial planning needs for over 25 years and has received the professional designation of Chartered Retirement Planning Counselor. She creates the financial plans that drive the investment allocations. In 2010, she took over the management of the firm’s operations and new account administration.

Nancy is a member of the Financial Planning Association, the Estate Planning Council and the Financial Women of San Francisco.
Mother to two grown daughters, she is an active participant in her book club and lives with her husband Al in Walnut Creek.

Barbara Collins

Barbara Collins

Investment Counsellor, CFP

With over 25 years of experience in the financial services industry, Bedell Frazier was fortunate to have Barbara rejoin its’ team in 2017. Barbara is a dynamic investment professional and financial planner who is committed to delivering the best client experience. She works closely with families and individuals to develop and recommend an investment strategy that is most appropriate for their needs and goals.

Barbara has a Certified Financial Planning designation from Golden Gate University. As an Investment Counsellor, CFP at Bedell Frazier she is continuing her life mission of helping clients realize their financial dreams through customized investment portfolios and sound financial plans.

Prior to rejoining Bedell Frazier, Barbara worked as Fidelity Investments where she served as Vice President and Senior Account Executive. She was responsible for providing investment guidance and financial planning to high net worth clients.

Barbara enjoys traveling with her husband Dave, cycling and spoiling her yellow lab.

Debbie Mitchell, CFA, CFP

Debbie Mitchell, CFA, CFP

Portfolio Manager

Bedell Frazier recently had the good fortune of welcoming Investment Counselor Debbie Mitchell to the team. She comes to BFIC with over 17 years experience in the investment industry as a portfolio manager and research analyst for a local investment advisory firm. Debbie’s career path began in the field of social work. But, after several years as a social worker she discovered a keen interest in working with investment portfolios and financial planning. She has a Master of Social Work degree from California State Long Beach and holds the Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP) Certification. As a portfolio manager working for Bedell Frazier, Debbie will be able to continue doing what she enjoys most; working with clients to develop their financial objectives and maintain their successful investment plans.

Steve A. Noroian

Steve A. Noroian

Senior Advisor

After more than three decades in the investment management business, Steve Noroian believes the investment team concept, driven by quality in-house fundamental research, can ensure long-term investment success. On March 17, 1986, he founded Noroian Capital Management based on that principle. Steve began his investment career in 1964 at Crocker National Bank where he had direct investment responsibilities for tax-exempt institutional assets, including Crocker’s pension plan. In 1972, he joined Sutro Capital Management, a division of Sutro & Co. Subsequently, he was Chief Investment Officer of Vestaur-San Francisco, First Pennsylvania Bank’s West Coast institutional and private money management division. Steve is a member of the CFA Institute and CFA Society of San Francisco.