Belena Vincetti joins Roell Capital Management as Director of Operations


Belena Vincetti joins Roell Capital Management as Director of Operations

Roell Capital Management, LLC is pleased to announce the recent hire of Belena Vincetti, as the firm’s new Director of Operations. Vincetti brings to the organization more than 10 years of industry experience, most recently serving as a Senior Compliance Officer at a General Agency for a Fortune 100 company.

“Belena brings with her a wealth of experience,” says President and Owner Brian Roell. “As the firm expands, she will play an important role in the development and growth of staff as well as increasing operational efficiencies.”

As a part of the management team, Vincetti will also be responsible for implementing strategic initiatives, overseeing the flow of business process, determining human resource needs, and ameliorating client relationships.   

“I’ve worked alongside Brian Roell and his team for years and his firm stands out for quality of work and care of clients.” said Vincetti. “In fact, I was a client of Roell Capital Management for my own personal finances and therefore have a solid understanding of both sides of the financial planning relationship.”

Having recently completed her MBA degree at the University of Wisconsin-Madison, her financial services experience has been enhanced with business-driven focus. Vincetti received her Bachelor’s degrees in Biology and French from Truman State University.  She recently moved from Madison to Bay View and is excited to be part of the Bay View and downtown communities.

About Roell Capital Management – Established in 2006 and located in the heart of downtown Milwaukee, Roell Capital Management is a boutique financial planning firm that offers comprehensive planning for families and individuals. Our technique is values-based, client driven, and provides a unique combination of goal-driven analysis, investment advisory services, risk management, and advisor coordination.

Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC.  Member SIPC 525 Junction Road, Suite 8100 North, Madison, WI 53717 (608) 829-0015. Roell Capital Management is not an affiliate or subsidiary of MML Investors Services, LLC, or its affiliated companies.