FIRM HISTORY

Belvedere Advisors traces its roots to Belvedere Global Investors, a firm founded by Dr. Beaudan that focuses on working with institutional clients to source and identify top-tier asset managers. Over time, the firm’s interaction with clients evolved from researching and identifying quality managers to include advising clients on building comprehensive investment portfolios. This new role in advising clients led to the creation of Belvedere Advisors.

LEADERSHIP

As owners as well as operators, the firm’s partners are as concerned as our clients to see their portfolios meet their stated objectives. Because they are not subject to shareholder pressure, the partners are neither subject to the constraints of operating in a large group nor beset by the inherent conflicts of interest present at large wealth management shops. As a result, the partners are able to maintain a long-term vision and develop a mutual trust with their clients, the cornerstone of any relationship.

Patrick B. Beaudan, Ph.D.
Managing Partner

Dr. Patrick Beaudan is the Founding Partner of Belvedere Advisors, and a member of the Firm's Investment Review Committee.

Prior to founding Belvedere in 2002, Dr. Beaudan was the Chief Executive Officer of Equity Capital Network, a venture capital firm operating in the US and in Europe. Previously, Dr. Beaudan was a Vice President at Lehman Brothers in charge of the firm’s European strategy, product development and corporate mergers and acquisitions. He joined Lehman Brothers from McKinsey & Company, a global management consulting firm, where he worked primarily with financial institution and healthcare clients in North America. Dr. Beaudan is a reserve officer in the French air force and the author of several scientific papers, and he has been a lecturer in finance at the École des Hautes Études Commerciales in Paris, France.

Dr. Beaudan holds a Ph.D. in mechanical engineering from Stanford University, and an M.S and B.Sc. summa cum laude in aeronautical engineering from the State University of New York.

San Francisco: +1 (415) 839-5239
New York: +1 (646) 216-8384
London: +44 (20) 7993 8448

Glenn R. Bossow
Managing Director and Head of Investment Research

Glenn Bossow serves as Director of Portfolio Management and is a member of the Firm’s Investment Review Committee. He has direct portfolio management and relationship responsibility for a number of the firm's clients.

Mr. Bossow, prior to joining Belvedere Advisors, was President and Partner of CapitalWorks QED, an alternative investment firm specializing in quantitative investing strategies. Prior to launching CapitalWorks QED, he directed Western U.S. operations for Aspen Partners, an investment firm specializing in managed futures indexes and alternative investments. Before joining Aspen Partners he oversaw the Western Region of the U.S. for Shaker Investments, a multi-billion dollar asset management firm managing both traditional and alternative portfolios for institutional clients.

Mr. Bossow holds a B.A. in Political Science from Denison University (Granville, Ohio).

San Francisco: +1 (415) 738-2437

Jason L. Tripp
Director of Compliance

Jason Tripp is the Compliance Manager for Belvedere Advisors. Prior to joining Belvedere, Mr. Tripp had over a decade of experience working in securities regulation including as owner of a San Francisco Bay Area firm that designs and tests the Anti-Money Laundering compliance systems of FINRA licensed broker-dealers & Registered Investment Advisers. Previously, Mr.Tripp was an Examiner at the NASD, conducting audits of Wells Fargo Securities, Etrade, and other prominent securities firms to determine compliance with the rules and regulations of the NASD, SEC, MSRB, US Patriot Act, and Anti Money Laundering Regulations.

Mr.Tripp holds Bachelor Degrees from the University of Arizona in both Political Science and Accounting.