WHO WE ARE

Bedell Frazier is in the business of life.

We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did. As partners, we are with them every step of the way.

We are a 40-year old start-up that operates dynamically in everything we do. The key is creative and critical thinking with an emphasis on new ways and problem-solving. We bring the traditional approach to the modern world and act in the best interest of our clients at all times. When our clients succeed, we succeed. Our brand stands for service and we are built to last.

We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did. As partners, we are with them every step of the way.

We are a 40-year old start-up that operates dynamically in everything we do. The key is creative and critical thinking with an emphasis on new ways and problem-solving. We bring the traditional approach to the modern world and act in the best interest of our clients at all times. When our clients succeed, we succeed. Our brand stands for service and we are built to last.

“We have a great story to tell, and we tell it in so many ways, both in words and in character.”

– MIKE FRAZIER

Mike Portrait headshot cropped

MIKE FRAZIER

President & CEO

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.

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MEREDITH ROSEN

Portfolio Manager

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.

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MIKE HARRIS, CMT

Director of Research & Trading, Portfolio Manager

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.

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NORMAN MUSHKOT, CFA

Director of Systems & Operations, Portfolio Manager

Norm joined Bedell Frazier in 2017. As a Portfolio Manager, Norm works directly with clients to determine their needs and goals. He then crafts an investment portfolio to meet those needs.

Norm has over 20 years of experience in the investment industry. He is a graduate of UC Santa Barbara where he studied Business Economics and received his MBA from the Anderson School at UCLA. Norm also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

Norm resides in San Francisco and enjoys snowboarding, running, baking, and attempting to grow produce at his community garden plot.

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DEBBIE MITCHELL, CFA, CFP

Portfolio Manager

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.

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NANCY TREDWELL, CRPC

Financial Planner

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.

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JOHN EDELEN

Trader

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.

Steve A. Noroian

Senior Advisor

After more than three decades in the investment management business, Steve Noroian believes the investment team concept, driven by quality in-house fundamental research, can ensure long-term investment success. On March 17, 1986, he founded Noroian Capital Management based on that principle. Steve began his investment career in 1964 at Crocker National Bank where he had direct investment responsibilities for tax-exempt institutional assets, including Crocker’s pension plan. In 1972, he joined Sutro Capital Management, a division of Sutro & Co. Subsequently, he was Chief Investment Officer of Vestaur-San Francisco, First Pennsylvania Bank’s West Coast institutional and private money management division. Steve is a member of the CFA Institute and CFA Society of San Francisco.
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MARIA AGEEV

Operations Manager

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.

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ALICE SCARLETT BAKER

Associate Portfolio Analyst

Alice joined Bedell Frazier in 2017 after completing her studies at University of the Pacific where she received both her Bachelor and Masters degrees in accounting.

Alice works closely with portfolio managers analyzing positions and weightings of individual securities. She enjoys gathering research data and crunching numbers.

When she is out of the office, Alice enjoys traveling.

KIM VU

Portfolio Administrator & Jr. Portfolio Manager

Kim was welcomed to our team in 2018. She brings with her over 10 years of financial services industry experience including client service, operations, and project specialization. As a Portfolio Administrator and Jr. Portfolio Manager, Kim works with Portfolio Managers to ensure client portfolios are invested in accordance with their investment goals and financial plans. She enjoys staying up to date on the investment markets as well as current financial planning topics. Kim holds a Bachelor in Finance from Lasell College and is currently studying for a professional financial planning designation.

Kim’s prior positions took her from Boston to Orange County to New York City to San Francisco. She is happily now settled in the east bay.

LEAH DAVIS

Financial Planning Associate

Bedell Frazier welcomed Leah in 2018 to our team. She joins us with over 5 years of financial planning field experience as well as over 10 years of office experience. Leah has deep knowledge of insurance offerings from her prior positions, she uses this knowledge to educate and advise clients on these matters. As an associate on our financial planning team, Leah uses her engaging personality to work with clients in the information gathering process to pull out valuable data points for financial plans.

Leah is a Bay Area native who is passionate about giving back to the community and her family.

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AMBER REED

Office Administrator

Bedell Frazier welcomed Amber to the team in 2016. Amber received her Bachelor's Degree in 2015 from John F. Kennedy University. With 6 years of office experience, Amber provides extensive administrative support and plays a key role in client relations of the firm.

She is our meeting and event coordinator. Amber initiates new ideas for office management and has transitioned our office to a paperless environment. Amber is also a certified notary and resides in Concord.

AYSE ISIK

Administrative Assistant

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.

BEDELL FRAZIER GIVES BACK

Thinking globally. Giving back locally.

We are making an important investment in our next generation, the community and the environment in which we live.

QUESTIONS

Contact Us

Thank you so much for your interest in Bedell Frazier. If you are interested to learn more or have any questions about our services, please fill out the form and be sure to include as many details as possible so we can best understand your needs.

Two Walnut Creek Center, 200 Pringle Avenue, Suite 555
Walnut Creek, CA 94596
questions@bedellfrazier.com
1-800-783-0344  |  925-932-0344