Justin Capetola
Justin Capetola is a founding partner of Blue Bell Private Wealth Management, where he specializes in building and maintaining trusted, long-term client relationships. He works closely with clients to review portfolios, discuss policies and procedures, and provide education on the firm’s disciplined investment approach.
Before establishing Blue Bell Private Wealth Management, Justin was an Investment Advisor at Morgan Stanley, where he developed a strong foundation in portfolio management, compliance, and client service. In addition to advising clients, he serves as the firm’s Chief Compliance Officer and Chief Operating Officer, overseeing regulatory adherence and operational excellence.
Justin holds the Wealth Management Certified Professional® (WMCP®) designation, reflecting his expertise in advanced wealth management strategies and goals-based financial planning.
He resides in Harleysville, PA with his wife, daughter, and two sons. Outside the office, he can often be found on a field or court coaching his sons’ sports teams.
Justin Capetola Insights
Software Stocks Are Getting Hit Hard. Here's Why We Don't Try to Ride It Unhedged.
Blue Bell Private Wealth Management Welcomes Sean Miller as Investment Advisor Representative
Merck Offers Both a Pension and a 401(k). Are You Maximizing Both?
Structured Products Explained
Case Study: How a Merck Director in Upper Gwynedd Reduced Her Tax Bill by $28,000 — While Eliminating a Major Concentration Risk
Stock Options, Kids, Retirement: How High-Earning Couples Can Finally Get Financially Organized
