ABOUT
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 consulting services. Details including our firm's Form ADV are available at the SEC's Investment Adviser Public Disclosure portal.
TM
MEET THE TEAM
Victor K. Lai, MBA, CFA
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.
Gaven I. Khan, MBA
Gaven has over two decades of management and consulting experience. He previously held Vice President positions at Citigroup and KAPS Consulting. He is also the founder and President of consulting firm GK Partners. Gaven earned an BS from George Mason University and an MBA from the MIT Sloan School of Management.
Charles D. Tracy, MBA, CFA
Charles 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 UCLA Anderson School of Management, and a CFA charter from the CFA Institute.