Mike is the managing partner for Bedell Frazier. He manages client portfolios, oversees investment strategies and runs the company. Mike has over 20 years experience in the investment and media industries. He earned his B.A. from the University of California at Berkeley in 1994 where he majored in History and played rugby. He returned to UC Berkeley in 2002 to study Security Analysis, Modern Portfolio Theory, and Financial Planning in the evening extension program.

Mike began his professional career in television production with CNN & Turner Broadcasting in Atlanta. He entered the investment business in 1998. Mike joined Bedell in 2002 and became a partner in 2004. The company became Bedell Frazier in 2011.

Mike recently wrote a book, “Investing from A to Z”. He is the author of a weekly blog called the TGIF report. Mike has been quoted in the Wall Street Journal, Barron’s, Reuters and Bloomberg, as well as a financial market contributor on Bloomberg’s Bay Area radio affiliate and Diablo Valley’s KKDV.

Mike is a member of TD Ameritrade’s President’s Council, served on TD’s Advisor Panel, is a member of Schwab’s Executive Leadership Program, the University of California Alumni Association, the CNN Alumni Association and the Society of California Pioneers. He’s also an active supporter of the Children’s Health Guild, the George Mark Children’s House, and Save Mt. Diablo. Mike proudly serves on the George Mark Financial Committee. Mike has been coaching youth softball and soccer in the Bay Area for years. Mike and his wife Shelley are the proud parents of three daughters; Samantha, Nikki, and Brooke.

Meredith has over 10 years of experience in the investment management industry. She joined Bedell Frazier in 2004 and became a Partner of the firm in 2013. Shortly after joining the firm, Meredith gravitated toward working directly with clients. As a Portfolio Manager, she enjoys getting to know clients, their families and investment needs. She then works to design and implement a plan to meet those needs.

Meredith is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing. She received her MBA from the University of San Francisco in 2009.

In addition to managing portfolios, Meredith serves as Chief Compliance Officer of the firm. She enjoys staying current with industry regulations and policies.

Meredith is an active member of the Financial Women of San Francisco where she co-chairs the East Bay committee.

Meredith enjoys volunteering and is a board member and financial chair for the Marin Parents of Multiples Club. She lives in Marin County with her husband Alan and their twins Roxanne and Rex.

Mike oversees the Research & Trading department. He is responsible for running the research team and overseeing the active portfolio strategies for the firm. Mike does the in-house detailed Technical Analysis/Strategy work for the firm. He has created proprietary cycle, bond & option market signals to help navigate tough market conditions and most importantly manage risk in our client portfolios. Mike has been quoted in Barron’s for his technical analysis. In addition, Mike also manages client portfolios and relationships.

Mike holds the Chartered Market Technician designation (CMT). Mike holds an M.B.A. with an emphasis in finance from St. Mary’s College of California. He also holds his undergraduate B.S. degree in Business Administration from St. Mary’s College. Mike joined Bedell Frazier in 2006. He became a partner in 2013. He lives in Danville with his wife Haley and their two young boys Hudson and Owen.

Debbie joined Bedell Frazier in 2015 as a Portfolio Manager. She has over 20 years of experience in the investment industry, however, her career path began in the field of social work. After several years as a social worker, she discovered a keen interest in working with investment portfolios and financial planning.

Debbie has a Master of Social Work degree from California State LongBeach and holds the Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP) Certification.

Debbie is a member of the CFA Institute and Financial Planning Association. As a portfolio manager working for Bedell Frazier, Debbie will be able to continue doing what she enjoys most; working with clients to develop their financial objectives and maintain their successful investment plans.

Outside the office, Debbie enjoys spending time with her family.

Nancy has been helping clients with their financial planning needs for over 25 years. She creates the financial plans that drive the investment allocations. She works with clients on as they plan for retirement, funding education for children or grandchildren.

A graduate of Western Washington University, Nancy joined Bedell in 1989. She also holds the professional designation of Chartered Retirement Planning Counselor.

Nancy regularly attends industry events to stay up to date on financial planning, estate, and tax planning strategies. She is an active member of the Financial Planning Association, the Estate Planning Council and the Financial Women of San Francisco.

Mother to two grown daughters, she is an active participant in her book club and lives with her husband in Walnut Creek.

John has over 20 years experience in the securities industry. He started 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 1992 NCAA Men’s Championship Water Polo Team. Outside of the office, John is kept busy raising three young sons.

Carlos joined Bedell Frazier Investment Counselling, LLC in 2019 and has over 25 years of experience in the financial services industry. Previously, he held various wealth planning, wealth management, systems and IT positions with Wells Fargo and MUFG Union Bank as well as CIGNA Individual Financial Services, MassMutual Financial Group and Sagemark Consulting (Lincoln Financial Group).

Being an integral part of a team of portfolio managers and investment operations personnel, Carlos works with clients to analyze and design wealth strategies to build, sustain, and transfer wealth based on the clients’ unique priorities, goals and dreams.

Carlos holds a Bachelor of Arts degree from the Ateneo de Manila University in Manila, Philippines. He enjoys traveling, spending time and creating memories with his wife, Cristina and two sons, Miko and Naldo. Additionally, Carlos is fluent in Tagalog.

Maria joined the Bedell Frazier team in 2016. As Operations Manager, she works with clients to get paperwork for their accounts set up properly and assists in ongoing transitional needs of clients.

Prior to Bedell Frazier, Maria worked as a Project Manager and Operations supervisor at Schwab over a 20-year tenure. She has a Bachelor’s Degree in Liberal Arts and Organizational Development.

Maria loves to paint and resides in Walnut Creek with her husband Nick.

Stephanie joined our team in 2018. She has over 6 years of client relationship and operational management experience including client service and financial planning. As a Portfolio Administrator and Junior Portfolio Manager, she ensures clients are invested according to their financial plans and investment goals. Stephanie attended California Polytechnic State University, San Luis Obispo where she received her Bachelor of Science in City and Regional Planning. She is a graduate of Mills College’s Lorry I. Lokey Graduate School of Business and Public Policy where she received her Master of Business Administration and Master of Public Policy.

Stephanie is a member of the Financial Planning Association and Financial Women of San Francisco. Stephanie enjoys spending time outdoors with her husband Richard and their 2 dogs.

Raj Kumar joined the Bedell Frazier team in 2020 as a Junior Advisor and Portfolio Administrator. Prior to joining the team, Raj worked at a family office in San Francisco for 17 years in Portfolio Operations and earned his Bachelor’s degree in Finance at San Francisco State University.

In his free time, Raj enjoys hiking with his wife and two young boys, studying fermentation science, and building furniture.

Justin joined the Bedell Frazier team in 2020 as a Junior Advisor. He has over four years of experience in the Financial Services industry. Previously, he held various Investment Management and Operations roles with Merrill Lynch and Charles Schwab.

Justin earned a Master’s degree in Financial Analysis & Investment Management from St. Mary’s College of California and a Bachelor’s degree in Business Administration with an emphasis in Financial Services from San Diego State University.

In his free time, Justin enjoys traveling and staying active with cycling and officiating college baseball.

Nancy Espinal joined Bedell Frazier Investment Counselling in 2019 as the Director of Systems and Operations. She has over 12 years of experience working in the Financial Services industry and her previous roles include Operations Management, Investment Management and Fund Accounting.

Nancy has been educated in the US, Mexico and Canada. Nancy holds a Bachelor’s degree in Accounting and Finance from Tecnológico de Monterrey and a Master’s degree in Investment Management from Boston University. Also, during her studies, she completed an international exchange program with coursework in Accounting and Finance with the University of Ottawa.

Nancy enjoys meeting and working with people from different backgrounds. She enjoys traveling and spending quality time with her family. Additionally, Nancy is fluent in Spanish.

Ayse joined the Bedell Frazier team in 2017. With several years of administrative, payroll and HR experience she brings experience and expertise in these areas to our office. As an administrative assistant, Ayse keeps our office moving and well supplied at all times. She does bookkeeping and assists with client meeting prep.

Ayse brings her worldly background and energetic personality everywhere she goes. She and her family live in Walnut Creek.