With more than 20 years in the financial services industry, Belle offers knowledgeable support for our clients and team. Warm and attentive, Belle dedicates her experience to provide personalized service to address each clients’ needs.
A native of San Antonio, Belle earned a bachelor’s degree in Spanish from the University of Texas at San Antonio. After a successful career as the Assistant Vice President of Domestic and International Mutual Fund Operations at AllianceBernstein, Belle worked as a consultant for Recognos Financial where she was able to use her industry knowledge to assist in meeting client needs. Belle has held leadership positions with several industry organizations, including the Broker Dealer Advisory Committee, the Investment Company Institute and the Depository Trust & Clearing Corporation.
Belle has two children, Katie and Joshua and she is an active member of her community. She is a former troop leader with the Girl Scouts of Southwest Texas, founding member of the San Antonio Saints Pop Warner Football & Cheer Association and she currently serves on the boards of the North East Council of Parent Teacher Associations and the Douglas MacArthur Parent Teacher Student Association, for which she currently holds the office of President. Belle is the founder and a member of the Past President’s Advisory Committee for LEE High School and she has received the Silver and Gold Presidential Volunteer Service Awards.