ABOUT

 

At Bellwether Capital Management LLC (BCM) we're building lifelong partnerships with our clients, not the biggest conglomerate on the street. 

 

We value old-fashioned personal relationships and leverage modern technology to provide the service of an exclusive boutique with the capabilities of an institutional grade platform. 

 

THE BCM DIFFERENCE

 

 

EXPERTISE

 

We have decades of industry experience and specialized financial knowledge and expertise clients can rely on.  

 

 

INDEPENDENCE

 

We are a privately owned and operated firm with the independence needed to focus exclusively on serving our clients.

 

 

PARTNERSHIP

 

We are a fiduciary, fee-only registered investment adviser that brings genuine partnership and transparency to client relationships.

 

 

Learn about BCM's vision and values.

 

 

 

OUR TEAM

 

Our team brings knowledge and experience to your side of the table to help achieve your financial goals. At BCM you have a personal relationship with a dedicated team of highly skilled professionals focused on representing your interests. 

 

 

Victor K. Lai, CFA  |  Managing Partner

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Victor Lai is managing partner at Bellwether Capital Management LLC.   He began his financial services career in 2002 and has worked in investment management, private equity, and banking. He earned an undergraduate degree from UC Berkeley 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" most influential innovators and entrepreneurs.

 

 

Wei G. Trieu, CFP®  |  Partner

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Wei Trieu is a partner at Bellwether Capital Management LLC.  He began his financial services career in 2001. Prior to BCM, he was a Vice President and Senior Account Executive at Fidelity Investments where he was responsible for a book of high-net-worth clients totaling $600 million. Wei attended UC Irvine for his undergraduate degree and he also completed financial planning certification courses through Northwestern University. Wei is a CERTIFIED FINANCIAL PLANNER™ professional.  

 

Charles D. Tracy, CFA |  Director

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Charles Tracy is a Director on BCM's advisory board and an investment advisor representative of the firm.  Chuck began his financial services career in 2011 and worked at Franklin Templeton Investments and Morgan Stanley.  He earned an undergraduate degree from St. Mary's College, an MBA from the Anderson School of Management at UCLA, and a CFA charter from the CFA Institute. 

Interested in joining the BCM team? See the careers page for opportunities.

 

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