Andrew Bellak

Andrew's Bio

Andrew leads the Stakeholders Capital team at Perigon Wealth with a sophisticated understanding of capital markets, entrepreneurship, and private investing, coupled with expertise in socially responsible (ESG) asset management.

Prior to founding Stakeholders Capital in 2008, Andrew started and successfully ran an options trading firm which was ultimately acquired by Goldman Sachs.

An active member of the sustainable business community, Andrew is an expert on private impact investment opportunities and a member of Perigon’s sustainable investing committee.

He and his wife Susan moved from New York City to Amherst, Massachusetts to raise their three boys. It was there that he decided to combine his professional expertise and his personal passion for values-based investing with the founding of Stakeholders Capital. He enjoys squash, table tennis, pickleball, cycling, cooking (and eating!), and traveling.

Committed to giving back to his local community, Andrew serves on: the board of the Pioneer Valley Estate Planning Council, the Investment Committee of First Church Amherst UCC, the board of his high school alumni association (Hunter College High School) and the Investment Committee of the board of the nonprofit Common Good, a financial institution for community empowerment.

Andrew has a BA/BS from the University of Virginia and a Master’s Degree in Education from the University of Massachusetts, Amherst. He holds the FINRA Series 65 certification.

Andrew's Team