Team

Campbell has spent his career in the financial services industry as a consultant to institutional clients helping them grow and expand their businesses while representing some of the largest global asset management firms. As a Senior VP at Fidelity, he worked as a liaison and consultant helping financial advisors position their clients’ assets. His goal while assisting advisors with investors is to help them understand the markets from an educational perspective. Campbell is also actively involved in helping advisor's assist families with their generational wealth transfer.

Campbell is a Bay Area native who lives in San Francisco with his family. He graduated with a BA from UCLA and holds multiple FINRA registrations. Having a strong belief in the importance of community, Campbell is a volunteer serving on the advisory board for UC Berkeley Extension‘s Personal Financial Planning Program; he is the current Chair of the UCLA Northern California Chancellor’s Society; and coaches high school girls water polo. On weekends, Campbell can be found hiking the Bay Area trails with his family, swimming in the Bay and learning how to surf better.