Bellwether Capital Management LLC (BCM) is a U.S.-based registered investment adviser founded in 2009 and located in California. We provide wealth management, investment management, and financial consulting services. Details including our firm's Form ADV are available at the SEC's Investment Adviser Public Disclosure portal.
Victor K. Lai, MBA, CFA | Managing Director
Victor Lai is Managing Director at Bellwether Capital Management LLC. He began his financial services career in 2002 and has worked in investment management, private equity, and banking. Victor earned a BA from the University of California, Berkeley, an MBA from Texas A&M University, and a CFA charter from the CFA Institute. Victor's written financial commentaries have been seen on MSN Money, Yahoo Finance, and Seeking Alpha. In 2018, Diablo Magazine named Victor to its list of "40 Under 40" innovators and entrepreneurs.
Charles D. Tracy, MBA, CFA | Director
Charles Tracy is Director at Bellwether Capital Management LLC. Chuck began his financial services career in 2011 and worked at Franklin Templeton Investments and Morgan Stanley. He earned a BA from St. Mary's College of California, an MBA from the University of California, Los Angeles, and a CFA charter from the CFA Institute.
Interested in joining the BCM team? See the careers page for opportunities.