Thad Beller

Mr. Beller serves as a client relations consultant within TCW’s Private Client Group. His primary responsibilities include developing and servicing the firm’s registered investment advisor (RIA), family office, and endowment and foundation relationships across the Southern U.S. Prior to joining TCW in 2017, Mr. Beller served as a Director of Internal Sales at Victory Capital Management where he focused on business development efforts for Victory’s mutual funds, ETFs, and SMAs. Prior to that, he was with Fidelity’s High-Net-Worth Services group where he focused on trading and account servicing on behalf of Fidelity’s premium and private clients. Mr. Beller received a BSBA from Colorado State University with a concentration in Finance. He currently holds FINRA Series 7 and 63 licenses as well as the Chartered Alternative Investment Analyst (CAIA) and Certified Investment Management Analyst (CIMA) designations.