Click here to read about Our Story
JUDITH BEDELL
PRESIDENT & FOUNDER
jude@bedellinvest.com
With over 40 years experience in the investment business, Jude is a seasoned Wall Street veteran and Bedell Frazier’s Chief Investment Officer. She heads up the Bond Department and manages portfolios.
Jude has a Bachelor of Science degree in Linguistics from Georgetown University. She studied at the Sorbonne in Paris and New York University Graduate School of Business, earning her M.B.A. degree at the University of San Francisco.
Jude is a member of the CFA Institute, Security Analysts of San Francisco, Financial Women’s Association, Estate Planning Council, Georgetown Alumni Association, Harroun Family Foundation and Round Hill Country Club. A Walnut Creek resident for over 30 years, Jude is an avid San Francisco Giants fan and 49ers season ticket holder.
A published author, Jude’s The ABC’s of Bonds, her five-star-rated e-book, explains bonds in a charming and simple way. It is available at www.amazon.com on the Kindle platform. Read it on your PC, Mac, iPad, iPhone or Droid!
MICHAEL FRAZIER
VICE PRESIDENT, CHIEF OPERATING OFFICER & PORTFOLIO MANAGER
mike@bedellinvest.com
Mike has over 15 years experience in the investment and media industries. He began his professional career in television production with CNN & Turner Broadcasting in Atlanta. Mike entered the investment business in 1998 with SG Cowen in San Francisco on the Institutional Equity desk in research and trading. Mike joined Bedell in 2002 and became a partner in 2004. Mike’s primary focus is managing portfolios, research and trading, as well as managing the business as Chief Operating Officer.
Mike earned his B.A. from the University of California at Berkeley where he majored in History and played rugby. Driven by constant desire to learn in these ever-changing times, Mike has taken many continuing education courses at Cal in investments and business, and always considers himself a “Student of the Market.” Mike has been a regular financial market contributor on Bloomberg’s Bay Area radio affiliate. He was recently named a prestigious 5-Star Advisor by Diablo Magazine.
Mike is a member of the University of California Alumni Association, the CNN Alumni Association, the CNBC Alumni Association and the Society of California Pioneers. Mike and his wife Shelley are the proud parents of three daughters; Samantha, Nikki and Brooke.
MEREDITH ROSEN
PORTFOLIO MANAGER & COMPTROLLER
meredith@bedellinvest.com
As Portfolio Manager, Meredith manages client accounts. As Comptroller, she keeps the company running. A detail-oriented person with a flair for event organization, Meredith coordinates the annual client events including our “Annual Outlook” and “Back to School” events. She joined Bedell Frazier in 2004. She also manages the firm’s marketing efforts.
A graduate of Boston College’s Carroll School of Management, Meredith received her MBA from the University of San Francisco.
Meredith is a board member and financial chair of the Harroun Family Foundation and an active member of the planning committee for the Northern California Chapter of the Boston College Alumni Association. She joined the Financial Women’s Association in 2010.
Meredith lives in San Rafael with her husband Alan.
MICHAEL HARRIS
PORTFOLIO MANAGER
mikeharris@bedellinvest.com
Mike joined Bedell Frazier in 2006. He manages over 50 client portfolios. In addition to his Portfolio Manager duties, Mike analyzes fixed income offerings and works as Bedell Frazier’s bond trader. Mike also designs trading processes to streamline trading efficiency.
Mike has a B.S. degree in Business Administration from St. Mary’s College in Moraga. He returned to St. Mary’s and received his M.B.A. degree with an emphasis on finance in 2007.
During his undergraduate years, Mike was awarded an athletic scholarship for baseball where he led the team in triples and ended with a .300 lifetime batting average. He and his wife Haley reside in Walnut Creek.
JOHN K. BEDELL
TECHNOLOGY MANAGER
John joined the firm 20 years ago as a De La Salle High School student. A self-proclaimed “techie,” John is responsible for all of the state-of-the-art technology that drives Bedell Frazier’s investment and planning programs. John attended California Institute for the Arts and U.S.C. Film School. Some of his technology stock “picks” are classics.
An experienced filmmaker, John lives in Venice Beach with his three Shih Tzus Obama, Oprah and Bob Barker. For fun, JK DJs on weekends. A sports fan, he treasures his season tickets to the San Francisco 49ers and Giants.
JESSIE REILLY
DIRECTOR OF PORTFOLIO MANAGEMENT
jessie@bedellinvest.com
Jessie has been in the money management field for over 30 years. Prior to joining Bedell, Jessie served as Senior Investment Officer at Bank of America, and Assistant Vice-President at Wells Fargo. She manages portfolios as well as supervising cash allocations.
Jessie received her B.A. from Saint Joseph’s College in New York and attended the American Institute of Banking. She is a member of the CFA Institute and Financial Women’s Association. Jessie loves to travel and has been to numerous places all over the world.
NANCY TREDWELL
FINANCIAL PLANNER
nancy@bedellinvest.com
Nancy joined Bedell in 1989. She has been helping clients with their financial planning needs for over 20 years and has received the professional designation of Chartered Retirement Planning Counselor.
She creates the financial plans that drive the investment allocations. In 2010, Nancy took over the management of the firm’s operations and new account administration.
A graduate of Western Washington University, Nancy is a member of the Financial Planning Association, the Estate Planning Council and the Financial Women’s Association.
Mother to two grown daughters, she is an active participant in her book club and lives with her husband Al in Walnut Creek.
JOHN EDELEN
PORTFOLIO ANALYST & TRADER
john@bedellinvest.com
John joined Bedell Frazier in 2010, following ten years of experience in the securities industry. He began his professional career as a business analyst for a small manufacturing company in Oakland. From there he moved to Chicago, where he traded options on the Chicago Board Options Exchange. As a market maker, he traded a portfolio of equity options while simultaneously managing all derivative risk.
He earned his B.A. from University of California at Berkeley with a degree in Interdisciplinary Studies and a focus on developing economies. John was a member of Cal’s 2002 NCAA Men’s Championship water polo team. He has returned to the Bay Area from the windy city and resides in Lafayette with his three young sons.
STEPHANIE BERGIN
ADMINISTRATOR
stephanie@bedellinvest.com
Stephanie comes to Bedell Frazier from Manchester, England where she worked for Marathon Asset Management. She manages the office with humor and energy. Her number one goal is customer service.
Stephanie is working to complete her education in human resources. She lives in Martinez with her husband Roger and two daughters, Gracee and Lauryn.