Who we are.

Bellevue Asset Management was formed in June 2003 by the principals who were a top-producing team at Oppenheimer and Co. in Seattle, WA. Today, Bellevue Asset Management LLC is an SEC registered investment manager overseeing more than $250 million in client assets. We do not hold the assets of our clients; they are held at Charles Schwab and Co.

We are a fee only firm. Bellevue Asset Management does not earn commissions on the purchase or sale of any investment. By law, our firm has a fiduciary duty to its clients. This means we must, at all times, serve the best interest of each client and not subordinate the client’s interest to our own. 

Our fees are based on the total size of a client’s accounts under our management. This annual fee generally ranges from 0.5% to 1.25% of the asset value. Our minimum account size (or combination of accounts) is $750,000.

Michael Vila, CFP®

Co-Founder & Principal // mikev@bellevueasset.com

Michael came from Oppenheimer and Co. after starting his career in corporate finance with companies such as Dow Jones, Chevron Corporation, Deloitte, and Touche. Michael focuses on financial planning aspects as well as portfolio management and construction. He holds a B.S. in Finance with a Minor in Mathematics from Santa Clara University. He obtained his M.B.A. from the Kellogg Graduate School of Management at Northwestern University. Mike is also a CERTIFIED FINANCIAL PLANNER™ professional. He has served on several non-profit boards including as the president of an endowment.

Jill McVey

Co-Founder & Principal // jillm@bellevueasset.com

Jill has worked in the securities industry since 1986 and also came from Oppenheimer and Co. Having been both Series 7 and insurance licensed, she has extensive experience in servicing a client’s financial needs from multiple perspectives. Her current areas of expertise include fixed income analysis, estate, trust and tax planning. She holds a B.A. in History from Abilene Christian University.

Rosie Matsumoto

Client Service & Operations Manager // rosaliem@bellevueasset.com

Rosie joined the firm in the winter of 2023 after 5 years in the insurance and financial industry. After graduating from Western Washington University with a masters in Environmental Education, she spent a number of years developing programs for the Boys and Girls Club before moving into the insurance industry with Allstate as a licensed sales producer. At Bellevue Asset Management, Rosie oversees our daily operations and serves as our client liaison.