Global Financial Private Capital CEO and leadership

Q: Who is the CEO of Global Financial Private Capital?

The CEO of Global Financial Private Capital is Michael Bell.

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Global Financial Private Capital CEO and executives

Executive Summary. Based on our data team's research, Michael Bell is the Global Financial Private Capital's CEO. Global Financial Private Capital has 50 employees, of which 6 are in a leadership position.

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Name & TitleBio

Michael Bell

CEO

Buck Dellarco

Chief Compliance Officer

Buck Dellarco is a Chief Compliance Officer at Global Financial Private Capital and VP/Chief Compliance Ofcr at Curian Capital. He has worked as Chief Compliance Officer at ACQUIOM FINANCIAL LLC. Buck attended James Madison University - JMU.

Geoffrey Allen Frazier

Chief Compliance Officer

As President and CEO of Global Financial Private Client, he is responsible for executing the Company’s vision of bringing about a new dimension of service, one based in trust, accessibility with deep ethical beliefs and simple, clear, personal, connections. He is co-founder of Global Financial Private Capital, LLC. Mr. Frazier is a CERTIFIED FINANCIAL PLANNER™ professional¹, Chartered Financial Consultant, and a Member of the CFA Institute². In 1989, he received his Bachelors of Science Degree in Finance with a minor in Actuarial Science from the University of Florida. Immediately after receiving his Bachelor’s degree, he began his career with a large financial services firm, but soon realized the many limitations of being a single line financial advisor. He is also a member of the Financial Planning Association (FPA). Throughout his career, Mr. Frazier has achieved a high level of recognition. On June 18, 2001, Mr. Frazier achieved national recognition as “Best Practice” by the Journal of Financial Planning, the official publication of the Financial Planning Association.In 2013, after nine years as a Board Member, he was named Chairman of the Board of the Ear Research Foundation. Mr. Frazier is a native Floridian residing in Lakewood Ranch with his wife and three children. He enjoys tennis, golf, snow skiing, reading, and mountain and road biking.

Kristine Bergin

Chief Relations Officer

Kristine Bergin is a Chief Relations Officer at Global Financial Private Capital. She has experience at Alex Brown & Sons and has worked as Mgr:Transition Management at Alex Brown & Sons and Dir:Advisor Relations at Global Financial Private Capital. Kristine works or has worked as MEMBER at National Association of Professional Women. She attended University of South Florida.

Michael Dixon

Board Member

Mr. Christian C. Bertelsen

Chief Investment Officer

Mr. Christian C. Bertelsen is a Chief Investment Officer at Global Financial Private Capital and is based in United States.

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Name & TitleBio

Michael Dixon

Board Member

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Florida
Sarasota, FL
Global Financial Private Capital
Global Financial Private Capital Executives

Updated November 18, 2022

Zippia gives an in-depth look into the details of Global Financial Private Capital, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Global Financial Private Capital. The employee data is based on information from people who have self-reported their past or current employments at Global Financial Private Capital. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Global Financial Private Capital. The data presented on this page does not represent the view of Global Financial Private Capital and its employees or that of Zippia.

Global Financial Private Capital may also be known as or be related to Global Financial Advisory Inc, Global Financial Private Capital and Global Financial Private Capital, Llc.