The Blue Bell Team
J. Scott Miller, Managing Partner, Chief Investment
Officer
 Scott began his investment career after
graduating from The Pennsylvania State University in 1971. Within
seven years he became a partner of the NYSE firm of Elkins Morris Stroud &
Company in Philadelphia,
PA. Scott was then
elected to the five person board and in 1982 was instrumental in the sale of the
firm to Prudential Securities where he became a Senior Vice President and Member
of the Chairman’s Council. In 2000, Scott joined Morgan Stanley as a
Senior Vice President and was a Member of the Chairman’s Club.
Scott founded Blue Bell Private Wealth Management in April of 2005, with the
vision of permanently improving every client's financial position, simplifying
their lives and achieving reliable investment results, through independent
management. Currently, Scott resides in Blue Bell, Pennsylvania with
his wife of 35 years, they have four children. Scott is an active member of
his community; he currently sits on the board of Crossing the Finish Line, a
charity that works with cancer patients and their families. Scott can be
reached via email at jsmiller@bluebellpwm.com
Scott Miller Jr., Managing Partner
Prior to the founding of
Blue Bell Private Wealth Management, Scott was an Investment Advisor at
Morgan Stanley. Scott specializes in securities at Blue Bell Private
Wealth Management; diligently modeling financial products while vigilantly
watching the market in real time on a daily basis.
Currently, Scott resides in Wayne, PA with his wife and two daughters.
Scott graduated with an A.B. in Economics & Business from Lafayette
College. Scott can be reached via email at smiller@bluebellpwm.com
Justin Capetola, Managing Partner
Prior to the
founding of Blue Bell Private Wealth Management, Justin was an Investment
Advisor at Morgan Stanley. Justin specializes in client relations at Blue
Bell Private Wealth Management; continuously meeting with clients, reviewing
account holdings, discussing policies and procedures, while educating the client
about our approach to investing. He is also designated as the firm’s Chief
Compliance Officer and also serves as Chief Operating Officer.
Justin is a native of the greater Philadelphia area. Raised in nearby
Bucks County, PA, he attended LaSalle College High
School and would continue his education at Gettysburg
College. Justin earned his Bachelor of Arts in Management in 2002 and
holds a United States Coast Guard Merchant Mariner’s License. He currently
resides in Conshohocken, PA with his wife. Justin can be reached via email
at jcapetola@bluebellpwm.com
Jon Sobotkin, Investment Advisor Representative
Jon
Sobotkin initially joined the Blue Bell Private Wealth Management team as an
intern during the summer of 2005 and accepted a full-time position a year later.
Jon graduated in May 2006 from The Pennsylvania State University with a
B.S. in Finance and a minor in Economics. As a student in the Smeal College of
Business at Penn
State, he was an active
member of the Nittany Lion Fund as a Fund Manager and an analyst of the Energy
Sector. He is Series 65 licensed. Jon is an Investment Advisor Representative
and an active member of the Investment Strategy Committee where
he assists with financial models, investment strategy and asset
allocation. Jon can be reached via email at jsobotkin@bluebellpwm.com
Megan Gosser
Megan is a native of the greater Philadelphia area. Raised
in Chestnut Hill , she attended Gywnedd Mercy Academy and continued her
education at the University of Scranton, where in 2004 she earned a Bachelors of
Science in Marketing. Prior to joining Blue Bell, Megan was an internal
wholesaler with ING Annuity and Life Insurance Company. Megan will primarily
assist in operations, customer service and marketing. Megan can be reached via
email at mgosser@bluebellpwm.com
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