Nikki Bell

Senior Vice President, Operations and Service

978-245-6100 x224
nikki.bell@bridgeport.financial

Nik Bell is the Senior Vice President of Operations and Service at BridgePort Financial Solutions (BridgePort), where he manages the firm’s operational functions. He is focused on streamlining BridgePort’s advisory platform; strengthening client and advisor services; and supporting our technology, training, trading, and supervision capabilities.

With more than 20 years of experience in financial services, Bell brings extensive expertise in operations, process optimization, and integration management. Prior to joining BridgePort, Bell spent nearly a decade at Lenox Wealth Advisors, where he played a key role in managing portfolio teams, implementing investment strategies, and leading the successful integration of Lenox into WealthSpire Advisors. His background also includes leadership positions at Dunbar Capital Management, UBS Financial Services, and Morgan Stanley.

In his free time, Bell enjoys cooking, entertaining, playing golf, and spending time with family and friends.

BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.


 

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