Our TeamBellevue Asset Management was formed in June 2003 by the principals who were a top-producing team at Oppenheimer and Co. in Seattle. Believing that planning based approach with a fee only compensation structure would be better for their clients, the team left Oppenheimer to start the new company.
Today, Bellevue Asset Management LLC is a fee-only investment manager overseeing more than $185 million in client assets. The firm is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor and offers its clients comprehensive financial planning services and customized portfolio management.
Michael Vila, CFP®Michael came from Oppenheimer and Co. after starting his career in corporate finance with companies such as Dow Jones, Chevron Corporation and Deloitte and Touche. Michael focuses on financial planning aspects as well as portfolio management and construction. He holds a B.S. in Finance with a Minor in Mathematics from Santa Clara University. He obtained his M.B.A. from the Kellogg Graduate School of Management at Northwestern University. Mike is also a CERTIFIED FINANCIAL PLANNER™ professional.
Jill McVey Jill has worked in the securities industry since 1986 and also came from Oppenheimer and Co. Having been both Series 7 and insurance licensed, she has extensive experience in servicing a client’s financial needs from multiple perspectives. Her current areas of expertise include fixed income analysis, estate, trust and tax planning. She holds a B.A. in History from Abilene Christian University.
Therese Rehn Therese Rehn began working in the securities industry in 1986 at Prudential Securities. She held her Series 7 license and was the Operations Manager at Prudential for six years before taking an extended leave to be at home with her kids. Therese oversees our daily operations and acts as our client liaison. She holds a B.A. in Business Marketing from St. Martin's University.