Chief Executive Officer (CEO)
As the CEO of Global Financial Private Capital, Michael Bell is responsible for running all facets of the business. Mr. Bell has almost 20 years’ experience building and directing highly profitable, growth-focused financial services and asset management organizations. Prior to joining Global Financial, Mr. Bell launched and managed five successful startups: three financial services companies and two mutual fund companies. The success in these endeavors came through leveraging transactional, operational, and strategic expertise to develop and lead innovative, profitable, and growth-focused initiatives.
During Mr. Bell’s time as President and CEO of Curian Capital, he led the growth of the company from a start-up with less than $1 billion in AUM to over $21 billion AUM in traditional and alternative investments. Mr. Bell earned a Juris Doctor degree in law from West Virginia University and a Bachelor of Science, Commerce from the University of Virginia. Mr. Bell is a member of the Colorado Bar Association, he is a Certified Public Accountant (CPA) and holds his Series 7 and 24 licenses.
Lewis J. Dellarco Jr (“Buck”)
Chief Compliance Officer (CCO)
Buck Dellarco is the CCO of Global Financial. Based in Sarasota, FL, Mr. Dellarco is responsible for developing, implementing and managing the firm’s compliance program. Mr. Dellarco has gathered over 30 years of experience in the industry within roles such as CCO at Curian Capital and Curian Clearing. There Mr. Dellarco was part of the senior management team that grew the company from a start-up with less than $1 billion in AUM to over $21 billion AUM in traditional and alternative investments, including self-managed and sub-advised mutual funds.
Prior to joining Global Financial, Mr. Dellarco served as the CCO for Acquiom Financial, a wholly-owned subsidiary of SRS Aquiom, Inc. Mr. Dellarco earned a Bachelor of Business Administration degree in Management and Marketing from James Madison University. He is also a graduate of the Securities Industry Association’s (now SIFMA) Securities Industry Institute at the Wharton School, University of Pennsylvania. Mr. Dellarco holds FINRA Series 7, 24, 27, 53, 63 and 99 licenses.
Andrew Barnett, CFP®, MBA
Relationship Director and Certified Financial Planner™ professional
Mr. Barnett has played a key role in building the Global Financial team for more than twelve years. As one of the firm’s Certified Financial Planning Professionals ™, he has contributed to the development of our Financial Planning Department. In addition, he is a contributing member of Global Financials Investment Committee. He currently provides coaching and advisory services to a select group of families in Southwest Florida and throughout the country.
Prior to joining the company he developed his expertise as an institutional fixed-income portfolio manager and senior managing director in the insurance industry. Mr. Barnett has successfully managed over $2 billion of assets during his career, including many high-profile U.S. and international public and private pension plans. In addition, he has managed several highly rated mutual funds both onshore and abroad. He holds a Master of Business Administration degree, with an emphasis in Finance and International Economics, from Rutgers University, and a Bachelor of Science degree in English Literature and Computer Science from Washington University.