Ross Sinclaire & Associates
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Rick Bell
Job TitleSenior Portfolio Consultant
DivisionAsset Management
BiographyMr. Bell is a Senior Portfolio Consultant for Ross Sinclaire Asset Management (RSAM), a division of Ross, Sinclaire & Associates, LLC, providing advisory services to private and institutional clients. He works with clients to create customized portfolios consistent with their investment objectives. Mr. Bell also provides financial planning services to help clients identify specific goals and determine the most appropriate asset allocation. He collaborates with RSAM’s Investment Management team to implement strategies and rebalance portfolios as markets and client objectives change. Mr. Bell received a Bachelor’s of Arts Degree in Business Administration from Regis University in Denver, Colorado. He holds the FINRA designation of a General Securities Representative (Series 7) and he has passed the NASAA Uniform Securities Agent State Law (Series 63) & the Uniform Combined State Law (Series 66) Examinations.