Gary Matthew Flam
Profile
Mr. Gary M.
Flam, CFA MBA, is Senior Portfolio Manager at Bel Air Investment Advisors LLC.
Previously, Mr. Flam held positions as an analyst at William O’Neil & Co. and a portfolio manager at Wells Fargo Bank, where he managed equity and fixed income portfolios for high net worth individuals.
He was also a member of Wells Fargo’s Fixed Income Investment Policy Committee and is regularly sourced for expert commentary on publications such as The Associated Press, Bloomberg, The Los Angeles Times, The New York Times, The Wall Street Journal and CNBC.
Mr. Flam has been a CFA charterholder since 2000 and is a member of the CFA Institute and the Los Angeles Society of Financial Analysts.
He received his B.A.
magna cum laude from the University of Rochester and his M.B.A.
from The Wharton School at the University of Pennsylvania.
Former positions of Gary Matthew Flam
| Companies | Position | End |
|---|---|---|
William O'Neil + Co., Inc.
 William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Corporate Officer/Principal | 2003-12-30 |
Wells Fargo Bank of Arizona, NA
 Wells Fargo Bank of Arizona, NA Major BanksFinance Headquartered in Scottsdale, Arizona, Wells Fargo Bank Arizona NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Corporate Officer/Principal | - |
Bel Air Investment Advisors LLC
 Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Portfolio Manager-Equities | - |
Training of Gary Matthew Flam
| Rochester Christian University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Finance |
Wells Fargo Bank of Arizona, NA
Wells Fargo Bank of Arizona, NA Major BanksFinance Headquartered in Scottsdale, Arizona, Wells Fargo Bank Arizona NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Finance |
William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Finance |
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