Profil
Mr. Al Steele is Founder, President & Chief Executive Officer at Bellatore Financial, Inc. and President & Chief Executive Officer at Bellatore, Inc.
Prior to founding Bellatore in 2006, Mr. Steele was the past President of Loring Ward Advisor Services, a turnkey asset management firm serving a network of more than 500 independent registered investment advisors.
He is also the former President and CEO of the SA Funds Investment Trust, an investment trust managing more than $2 billion assets through six individual funds.
Mr. Steele's industry experience spans many years with various senior management roles in the U.S.
and Canadian financial services industry, including senior executive roles with Loring Ward International and Assante Asset Management.
Mr. Steele is a member of Vistage, the world's largest CEO membership organization; an Advisory Board member of the International Institute for Global Leadership; and a member of the Board of Directors for the Association for Corporate Growth Silicon Valley.
Aktive Positionen von Al Steele
| Unternehmen | Position | Beginn |
|---|---|---|
Bellatore, Inc.
 Bellatore, Inc. Financial ConglomeratesFinance Bellatore, Inc. provides financial services. It delivers turnkey asset management solutions and knowledge leadership services to financial advisors and financial institutions. The company was founded in March 2006 and is headquartered in San Jose, CA | Vorstandsvorsitzender | 24.04.2009 |
Ehemalige bekannte Positionen von Al Steele
| Unternehmen | Position | Ende |
|---|---|---|
Bellatore Financial, Inc.
 Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US. | Gründer | 27.11.2009 |
United Financial Corp.
 United Financial Corp. Investment ManagersFinance Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada. | Corporate Officer/Principal | - |
Loring Ward International Ltd.
 Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Advisor Partners LLC
 Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Präsident | - |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Bellatore, Inc.
Bellatore, Inc. Financial ConglomeratesFinance Bellatore, Inc. provides financial services. It delivers turnkey asset management solutions and knowledge leadership services to financial advisors and financial institutions. The company was founded in March 2006 and is headquartered in San Jose, CA | Finance |
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Finance |
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Finance |
Bellatore Financial, Inc.
Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US. | Finance |
United Financial Corp.
United Financial Corp. Investment ManagersFinance Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada. | Finance |
