ABOUT

 

Bellwether Capital Management LLC (BCM)  is an investment management boutique specializing in global macro investing. The firm was founded in 2009 and is based in California. Details, including the firm's Form ADV, are available at the SEC's Investment Adviser Public Disclosure portal. 

 

BCM TEAM

 

 

Victor K. Lai, CFA  |  Managing Director  |  Connect @Linkedin

 

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. 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" innovators and entrepreneurs.

 

Charles D. Tracy, CFA |  Director

Charles Tracy is a Director and an investment advisor representative at BCM. 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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