Unparalleled Expertise

Irvine Family

Morton Irvine Smith

Chairman of the Board

Morton upholds a family tradition of excellence that dates back to 1864 and his great-great grandfather James Irvine.

Jon Porter
Three-Bell Capital, CEO

Jon oversees $2.5 billion in assets. A recognized expert providing comprehensive wealth management services based in Silicon Valley.  He holds a BA from the University of Washington, and a JD, Magna Cum Laude, from Santa Clara Law School.

David Hou
Vice Chairman, Asia

David is an international executive with over $10 billion in career transactions.  He has expertise in the financial services sector, family office and wealth management industries, a former global director of a public financial company, and a partner in Eagle VC Fund.

Barry Zimmerman
Managing Director, Insurance Services

Barry is in his second century in the insurance and financial industry and has earned placement in the top 1% worldwide. Barry has deep relationships with insurance carriers with a strength in both case design and getting the best underwriting. He is very active in his community, a well-respected expert and member of AALU, NAILBA and sits on NAIFA’s Board of Directors.

Ryan Chester
Product Expert

Ryan started his career in 2006 and holds a Series 7, Series 66 and CA Insurance License.  Ryan has been responsible for recommending investment and insurance solutions to over 600 financial advisors nationwide.  His deep expertise brings significant added value to our clients.

Christie Courtney
Case Manager

Christie is experienced, seasoned and exceptional. She pays close attention to detail and prides herself to always provide the best service possible.

Joyce Zhou
Client Experience Director

Joyce is a Senior Wealth Manager from Hong Kong and an invited member of the prestigious Million Dollar Round Table placing her in the top 1% of financial advisors globally.  Well educated with three degrees and two masters she brings a wealth of International experience and treats our clients like royalty.