Beti Phifer-Houseman

Beti joined Bell Investment Advisors in 2026 and serves as a Relationship Manager. She brings experience in private wealth management, including four years at Neuberger Berman supporting high-net-worth clients and families. Her background spans onboarding, investment operations, and multigenerational client relationships. Beti is deeply committed to building lasting client relationships grounded in attentive service and trust. She holds a BA in International Development and a minor in Management.

In her free time, Beti finds joy in exploring the outdoors, traveling, getting lost in a good book, and, above all, spending time with the people she loves. That same curiosity and care extends to her clients, whose unique stories and life experiences she deeply values.