Jodi Trabbic Vleck
Chief Executive Officer at Beta Wealth Group, Inc.
Profile
Ms. Jodi T.
Vleck is a Chief Executive Officer & Senior Wealth Manager at Beta Wealth Group, Inc. Also, a Founder of Beta Wealth Group.
With over 20 years of experience in wealth planning and portfolio construction, Jodi has worked with individuals, family offices and institutions around the country, constructing and executing portfolio strategies that meet the needs of each investor’s goals.
Her responsibilities include portfolio construction, investment strategy, business development and client relationships, among others.
Ms. Vleck developed the firm’s premier portfolio overlay strategy — the Beta Enhanced Income Strategy.
She has been named one of the top wealth managers by the readers of San Diego Magazine for 14 consecutive years, a Forbes’ Best-In-State Wealth Advisor, a Barron’s Top Independent Advisor, and a Top Wealth Advisor Mom by Working Mother Magazine.
She frequently serves as a valuable resource for the financial media, as well as a speaker and a number of industry conferences, including the Charles Schwab Impact Conference and the Markets Group Private Wealth Forum.
Jodi Trabbic Vleck active positions
| Companies | Position | Start |
|---|---|---|
Beta Wealth Group, Inc.
 Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Chief Executive Officer | 2009-11-30 |
Former positions of Jodi Trabbic Vleck
| Companies | Position | End |
|---|---|---|
Addison Avenue Federal Credit Union
 Addison Avenue Federal Credit Union Savings BanksFinance Addison Avenue Federal Credit Union provides deposit, lending and investment services. The company offers home, auto, student and personal loans. It also provides insurance for property, family and health protection. The company serves current & former employees of HP and their family members. It was founded in 1970 and is headquartered in Palo Alto, CA. | Corporate Officer/Principal | - |
Training of Jodi Trabbic Vleck
| Western Michigan University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Beta Wealth Group, Inc.
Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. | Finance |
Addison Avenue Federal Credit Union
Addison Avenue Federal Credit Union Savings BanksFinance Addison Avenue Federal Credit Union provides deposit, lending and investment services. The company offers home, auto, student and personal loans. It also provides insurance for property, family and health protection. The company serves current & former employees of HP and their family members. It was founded in 1970 and is headquartered in Palo Alto, CA. | Finance |
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