General Investing >> Money Manager Interviews >> June 29, 2009
Gary M. Flam is Managing Director and a Portfolio Manager at Bel Air Investment
Advisors LLC. He joined the company in 2004. Previously, he held positions as an
analyst at William O'Neil & Co. and a portfolio manager at Wells Fargo Bank,
where he managed equity and fixed income portfolios for high net worth
individuals. He was also a member of Wells Fargo's Fixed Income Investment
Policy Committee. He has been a CFA charterholder since 2000 and is a member of
the CFA Institute and the Los Angeles Society of Financial Analysts. He received
his BA degree magna cum laude from the University of Rochester and his MBA
degree from The Wharton School at the University of Pennsylvania. Profile
TWST: Would you start with an overview of Bel Air Investment Advisors and what you do there?
Mr. Flam: Bel Air Investment Advisors was founded in 1997 and is a 100%
employee-owned