Frederick (Rick) A. Bellows III is a sales executive at Aite Group, LLC. He is currently in charge of the firm's
business development efforts in the Midwest region of the United States. His experience in the financial services industry revolves around his
work in portfolio management for one of the nation's largest banks, as well as his relationship management efforts with some of the largest
institutional wholesale broker/dealers on the East Coast and in the Midwest.
Prior to joining Aite Group, Mr. Bellows was a Portfolio Manager with U.S. Trust, Bank of America, Private Portfolio Services.
He was part of the team responsible for the strategic and tactical management of various types of trust, pensions, and charitable accounts
trying to achieve the best possible return for the client investments over the long term. During his tenure with U.S. Trust, Mr. Bellows helped
the organization manage more than 315 accounts with total assets under management of US$275M.
Prior to that, Mr. Bellows worked as an investments representative for Fidelity Investments Brokerage LLC, and worked with
Fidelity Institutional Investment Services brokerage clients as an institutional wholesaler and relationship manager. In the role of relationship
manager, Mr. Bellows acted as the liaison between FIIS and independent broker/dealers, achieving 100% of his sales goals in 2001 and a spot within
Fidelity's Institutional Investment's President's Club.
Mr. Bellows received his M.B.A. in Global Business and B.A. in Finance from Johnson & Wales University in Providence, Rhode Island.
He holds Series 7 and Series 65 licenses, and has held Series 6 and Series 66 licenses in the past.
Mr. Bellows is a Desert Storm veteran, spending five years in the United States Army and the Massachusetts National Guard as a Combat Engineer. |