Jason T. Bell

Mr. Jason T.
Bell, CFA MBA, is a Chief Investment Officer & Managing Director at Capital Planning Advisors LLC.
In this role, he is responsible for directing the investment policy of the firm and its clients as well as managing the investment and research team.
He brings both a boutique and institutional perspective from his two decades of experience working with high-net-worth families and nonprofit organizations.
Prior to joining the team, he was a Senior Vice President and Senior Investment Strategist for Wells Fargo Private Bank, where he focused on constructing and managing customized, risk-balanced portfolios for a select group of clients.
He contributed to the bank’s national research efforts for seven years as a member of the Global Strategies equity research team and previously lead the firm’s Domestic Equity Sector Strategy team.
Mr. Bell is a Chartered Financial Analyst and holds a Master of Business Administration degree with a concentration in Finance from the University of California at Davis, where he was inducted to the Beta Gamma Sigma academic honor society.
He earned his Bachelor of Science degree in Business Administration from the University of the Pacific.