The principals and wealth managers in our firm are exceptionally qualified to serve our clients, with prestigious educational degrees, industry certifications and professional honors. They are frequently quoted in top financial publications, and they are consistently recognized by many of those publications as being in their top tier of wealth managers. That said, it is the quality and character of the individuals who constitute our BASH team that we find the most impressive – most notably their dedication to teamwork, sharing of knowledge, integrity, and concern for both our clients and each other.
Chief financial officer, partner
Matthew Bagell is committed to BASH Capital’s client first philosophy through empowering clients to reach their financial goals and delivering the guidance and experience they deserve. His personalized approach while working alongside his client’s keeps their goals as the primary focus. Matthew specializes in retirement, insurance and financial planning services.
“Clients are the heartbeat of our company. What’s most important to us, is making sure that they feel confident in the strategies that we have implemented together.”
Chief Investment Officer, Partner
Scott is dedicated to implementing BASH Capital’s investment philosophy using an effective and purposeful approach. The philosophy is to use the core/satellite approach to portfolio construction. He is focused on delivering portfolio advice that provides clients with the expertise they deserve and an added layer of due diligence. Scott enjoys fostering and maintaining long term relationships with his investors while empowering them with knowledge and strategies to add value to their financial planning needs.
“Our clients’ objectives and constraints are at the forefront of all investment decisions and recommendations made within an Investment Policy Statement.”
Private Wealth Manager
David Dieal embodies BASH Capital’s planning philosophy through the implementation of comprehensive financial plans that align with his clients’ goals and objectives. With the uncertainty of the investment world, he will create unique strategic plans that will effectively work towards the accumulation and protection of his clients’ assets. David specializes in retirement, insurance, and financial planning services.
“We put our clients’ best interest first and strive to develop financial plans that mirror their goals. We are committed to fostering long term client relationships.”
Associate Wealth Manager
Ethan is committed to BASH Capital’s comprehensive service first model using individual analysis, and behavioral coaching to maximize a client’s financial decisions. His supportive process educates while working to hit each client’s financial goals. Ethan specializes in financial planning, insurance, and wealth management.
“Developing long-term relationships built on trust is what makes BASH Capital so special. We are able to bring a close knit family feel to every relationship, and this enables us to optimize every financial decision in the client’s best interest.”
Jessica Ryan is committed to BASH Capital’s client focused philosophy through ensuring the client’s experience exceeds their expectations. Making sure the client’s needs are met is her number one priority.
“Connecting with the clients and building that personal relationship, helps drive the strategic partnership BASH Capital strives to have with all their clients.”