Stephen Bell

Stephen has over 6 years of industry experience conducting comprehensive portfolio reviews, developing financial plans, and building genuine client relationships. With knowledge of investment management, trust administration, estate planning, real estate and mineral management, operational compliance, and account creation and maintenance, he is well-equipped to partner with clients to meet their needs successfully.

As a Portfolio Manager at Sendero®, Stephen works with clients to understand their objectives and guide decisions to strategically achieve their financial goals. Under the direction of the investment team, he is responsible for implementing the strategies within each portfolio and creating asset allocation recommendations. Stephen works collaboratively with all areas of the firm with the goal of ensuring clients’ experiences exceed their expectations.

Stephen joined Sendero® in 2024. He has a client-centric approach and is dedicated to delivering superior financial outcomes that cultivate long-lasting relationships based on trust, transparency, and shared success.

Experience & History