The Aspera Team
Ken Bell, CFA, CFP, MBA
Ken is the President, Head of Research, and Chief Car Pooler at Aspera Financial, LLC. His investment management and financial advisory experience includes research, portfolio management, trading, and asset allocation responsibilities at some of the nation's leading private asset management firms, mutual fund companies, and insurance companies.
Prior to founding Aspera, Ken served as Senior Vice President at Hartford Investment Management Company (HIMCO) where he managed the Equity department and was responsible for $4 billion in equity assets. Ken's portfolio management performance at HIMCO ranked him among the top U.S. mid-cap growth portfolio managers.
Ken earned an M.B.A. from the University of Chicago where he studied under two Nobel Prize-winning pioneers of modern portfolio theory. He is also a CFA® charterholder and an ultrarunning Dad who spends an unnatural amount of time contemplating the markets while running in circles.
Adelyn - S.V.P. of Spell Checking
Our Junior Research Analyst keeps our investment process focused by constantly asking, "What exactly do you do?" She has concentrated her research efforts on the musical theater and crafting industries but is also conducting firsthand analysis of the orthodontic, baking, and fashion sectors. She can find Canada on the map and knows that it's best to spend less than you earn, making her more intelligent than 97% of investment advisers.
Mooji - Stress Management Guru
Mooji means "One who brings joy." It should mean "One who brings the ball, and brings the ball, and brings the ball..." Mooji is in charge of corporate stress management and can often be found performing stress relief techniques on employees, including the Ball Throw Process and the Guess What I Just Rolled In Outside Meditation. Mooji is also in charge of software development and corporate culture.
Indy - Muscle and Associate Operations Manager
Indy is our most recent addition after a 13-month internship. We invested a good deal of time "fostering" a strong working relationship and eventually hired him on full-time to oversee tax and regulatory policy. Indy enjoys gardening, archaeology, and protesting the World Economic Forum. His pronouns are bow/wow.