BridgePort Financial: Nikki Bell Named As SVP Of Operations And Service

By Amit Chowdhry • Dec 9, 2024

Nikki Bell has been hired as Senior Vice President of Operations and Service at BridgePort Financial Solutions, a registered investment advisor (RIA) firm serving fee-only independent advisors with a range of holistic solutions.

Reporting to Managing Director Eddie Rollins, Bell will be managing the firm’s operational functions, with a focus on streamlining BridgePort’s advisory platform. And he will also work closely with BridgePort leaders to further drive the development and implementation of new platforms and offerings to support the firm’s expanding network of fee-only advisors.

Bell joins BridgePort with over 20 years of experience working in operations and senior leadership roles at various financial services companies. He spent nearly 10 years at Lenox Wealth Advisors. in New York, where he managed a team of portfolio managers, implemented investment strategies across multiple model portfolios, and led the planning and direction of the firm’s operational environment.

Bell had helped lead Lenox’s integration into WealthSpire Advisors in 2022, directly overseeing the transition of client data, systems, operational workflows, and trading functions. And additional previous experience includes leadership roles at Dunbar Capital Management, UBS Financial Services, and Morgan Stanley.

BridgePort is a wholly-owned subsidiary of Cambridge Investment Group, which also includes Cambridge Investment Research Advisors, Inc., a large corporate RIA, and Cambridge Investment Research, Inc., an independent broker-dealer. With over $1 billion in assets under advisement (AUA), BridgePort launched in January to support the long-term growth and longevity of fee-only independent advisors.

KEY QUOTES:

“We’re pleased to have Nik join our BridgePort family. Nik’s deep experience leading the operational side of wealth management makes him an ideal fit for BridgePort. His proven ability to lead complex integrations and build efficient processes will support BridgePort’s mission of providing industry-leading solutions to fee-only advisors who want to grow and scale their business.”

– Eddie Rollins