• Request a no-obligation meeting today with Matt Golab to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Connect with us! Phone: (916) 538-0381 / Visit Us!
    Call Us Call Us
    Building lifelong relationships rooted in performance and trust
    Home » About Us » Investment Team

    Meet The Investment Team

    Christian Bertelsen, MBA | Chief Investment Officer

    Chris Bertelsen has over 40 years of investment experience. Previously, Chris was director of the value equity group for Phoenix Investment Counsel. He served as chief investment officer at Dreman Value Advisors, and was a senior vice president with Eagle Asset Management. Chris headed the equity investment department at Colonial Advisory Services Inc. and managed The Colonial Fund. He also held positions with Batterymarch Financial Management, and State Street Bank & Trust Company. Chris holds a Master of Business Administration degree and a Bachelor of Arts degree in economics and history from Boston University.

    Michael J. Dixon | Chief Executive Officer

    As CEO, Michael is responsible for the marketing, financial and back-office activities of the firm. Michael has a strong entrepreneurial background, having formed CBL, a UK-based software developer, in 1990. Prior to joining the firm, Michael founded and managed Global Financial Private Capital, a retail RIA. Michael earned a Bachelor of Science degree in engineering, graduating with honors, from The University of Bradford, England.

    Mike Sorrentino, CFA | Chief Strategist

    Prior to joining the firm, Mike was a vice president at Barclays Capital working on a wide range of investment strategies. Prior to Barclays, he worked at Sanford C. Bernstein with responsibility for a number of research areas. He also has an extensive background in management consulting and is regarded as an expert in software implementation and strategy.

    Matthew Krueger, MSF, FRM
    Portfolio Manager and Head of Quantitative Research

    Matthew Krueger is responsible for the development and implementation of quantitative modeling and risk management across the investment strategies. Prior to joining the firm, Matthew was an advanced specialist at Bloomberg, L.P., where he focused on portfolio and risk analytics including risk modeling, optimization and quantitative research. Matthew holds a Master of Science degree in finance from the University of South Florida and a Bachelor of Science degree in finance, summa cum laude, from the University of Florida. In addition, Matthew holds a Financial Risk Manager certification and has passed Level I in the CFA Program.

    Mark Belanian | Senior Trader

    Mark joined the firm as a senior trader in March 2006. Previously he was head trader and senior portfolio analyst for the value equity investment team at Phoenix Investment Counsel. Mark has a Bachelor of Arts degree from Trinity College in Hartford, Connecticut. Mark holds the Series 7, 66 and 63 licenses. 

    Jeffrey Walker, CFA | Portfolio Manager/Analyst

    Jeffrey has more than five years of investment industry experience as the director of third-party money managers, which includes trading, investment analysis/research and portfolio management. Jeffrey is a member of Global Financial’s investment committee. Jeffrey is a portfolio manager for the DIAS Lite Strategies. Jeffrey graduated magna cum laude from Florida State University with a Bachelor of Science degree in finance. Jeffrey holds the Chartered Financial Analyst® designation.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at (916) 538-0381 today!

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Free Retirement Kit

    Enter your information below to request this Kit including three separate guides that address several retirement topics.

  • Meet Our Team
    Our firm is committed to helping you reach your financial goals. We provide custom solutions based on your individual needs.
    Learn More About Our Team
    Educational Events
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    calendar of events
    Schedule a Strategy Session
    Our financial strategies use insurance and investment products, such as annuities, to help you meet financial goals.
    learn how we can help
    Investment advisory services offered through Global Financial Private Capital LLC, an SEC Registered Investment Advisor. Global Financial Private Capital (GFPC) and GF Investment Services (GFIS) have no affiliation with the news agencies represented here and the views expressed do not necessarily reflect the views of GFPC or GFIS. GFPC and GFIS make no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and do not recommend or endorse any specific information contained therein.

    Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.