Wallace Hart Capital Management

Jessica Bedell is a financial advisor at Wallace Hart Capital Management with 18 years of industry experience. She holds the Series 66 designation and worked previously at UBS Financial Services, Inc. from 2007 to 2017 before joining Wallace Hart in 2017. Wallace Hart Capital Management serves individual investors, retirement plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management and limited financial planning, relying on fundamental analysis and employing a range of investment strategies including long/short equity approaches focused on mid- and large-cap companies.

Jeremy Wallace is a financial advisor at Wallace Hart Capital Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2013 to 2017 before joining Wallace Hart Capital Management in 2017. Wallace Hart Capital Management serves individual investors, retirement plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management along with limited financial planning services. The firm employs fundamental analysis and a range of investment strategies, including long/short equity approaches focused on mid- and large-cap companies.

Brandon Smith is a financial advisor at Wallace Hart Capital Management with two years of industry experience. He holds the Series 65 designation and has previously worked at Total Quality Logistics and Speedway. Wallace Hart Capital Management serves individual investors, retirement and employer-sponsored plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management and limited financial planning services, employing a fundamental analysis approach with a focus on mid- and large-cap equities through long/short strategies.

Michael Hart is a financial advisor at Wallace Hart Capital Management in Lexington, KY, holding a Series 66 designation with 13 years of industry experience. He worked at UBS Financial Services Inc. from 2012 to 2017 before joining Wallace Hart Capital Management, where he has been since 2017. Wallace Hart Capital Management serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management along with limited financial planning, using fundamental analysis and a range of strategies including long/short equity approaches for its private pooled funds.

Darren Williams is a financial advisor at Wallace Hart Capital Management with two years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Outside of finance, he coaches baseball seasonally at Sayre School in Lexington, KY. Wallace Hart Capital Management serves individual investors, retirement plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm focuses on fundamental analysis and employs a long/short equities strategy across mid- and large-cap companies, managing both individual accounts and private pooled funds.