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Profil
Mr. James B. Belliston is a Founder & Managing Partner at Andina Capital Management LLC.
He is involved in the management of all aspects of Andina with emphasis on building strong client relationships, using his skills in planning and portfolio construction for his clients.
He brings many years of experience to this role including being a Regional Director of Investments with Lincoln Financial where he directed the investment business for over 40 advisors.
Previously, Mr. Belliston was the Co-Founder, Managing Partner and Chief Compliance Officer of Capital Group, LLC, a fee-based Registered Investment Advisory (RIA) firm.
He was also the Investment Specialist at Intermountain Financial Group (an agency of MassMutual) and Senior Wealth Advisor at Contango Capital Advisors where he developed and managed a wealth management practice serving the highest net worth families of Zions Bancorp.
He holds a BA degree from the University of Utah.
Postes actifs de Brett Belliston
| Sociétés | Poste | Début |
|---|---|---|
Andina Capital Management LLC
 Andina Capital Management LLC Investment ManagersFinance Andina Capital Management’s investment approach is based on a philosophy of practical diversification and consistent compounding. Rigorous due diligence and a keen awareness of a client's needs and objectives guide the process. The firm’s investment committee is dedicated to the process of identifying, evaluating, and integrating diverse investment strategists into client portfolios. | Fondateur | 01/01/2009 |
Anciens postes connus de Brett Belliston
| Sociétés | Poste | Fin |
|---|---|---|
Lincoln Financial Group, Inc.
 Lincoln Financial Group, Inc. Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
The K Fund
 The K Fund Investment ManagersFinance The K Fund invests in companies located in the United States. The firm targets companies operating in the fields of information technology, software, consumer products, healthcare IT and services sectors. It provides financing for growth transactions. The firm also makes co-investments. | Private Equity Investor | - |
Formation de Brett Belliston
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of Utah
 University of Utah Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lincoln Financial Group, Inc.
Lincoln Financial Group, Inc. Investment ManagersFinance Provides investment services | Finance |
Andina Capital Management LLC
Andina Capital Management LLC Investment ManagersFinance Andina Capital Management’s investment approach is based on a philosophy of practical diversification and consistent compounding. Rigorous due diligence and a keen awareness of a client's needs and objectives guide the process. The firm’s investment committee is dedicated to the process of identifying, evaluating, and integrating diverse investment strategists into client portfolios. | Finance |
The K Fund
The K Fund Investment ManagersFinance The K Fund invests in companies located in the United States. The firm targets companies operating in the fields of information technology, software, consumer products, healthcare IT and services sectors. It provides financing for growth transactions. The firm also makes co-investments. | Finance |
