Jim Herrell, a seasoned financial professional with over 30 years of experience in the industry, is a founder and senior portfolio manager for Generate Wealth LLC. He began his career at Kayne Anderson as a trader for a hedge fund. He honed his skills as an investor across a myriad of investments, including currencies, commodities, distressed debt, and international equities. Jim has worked with high-net-worth investors specializing in retirement investing for the past two decades. While at TIAA, he was responsible for $1 billion in both individual and institutional portfolios.

At Generate Wealth, Jim provides comprehensive and creative planning in tandem with innovative and trusted asset management. As a fiduciary, he helps clients navigate an ever-changing investment landscape, keeping the client’s best interests in mind.

Jim graduated from the University of California, Santa Barbara, in 1988 and earned the Chartered Financial Analyst designation in 1994. He has been a reliable resource for various media outlets regarding markets and investment strategies.

When not in the office, Jim enjoys spending time with his wife and four children. He also enjoys cooking, history, fishing, and volunteering as a referee and board member for youth soccer.

(M) 805.451.5960
(O) 626.345.5830
(E) jherrell@generatewealthllc.com

Jennifer Capo, a founder and senior wealth management advisor of Generate Wealth, brings more than 29 years of experience in financial planning to the team. As a wealth management advisor, Jennifer has built her career focusing her attention on the needs of her clients, with a passion for establishing deep personal connections based on trust and service. Jennifer is known for her dedication, integrity, and commitment to the financial well-being of her clients and their families. Jennifer works with high-net-worth individuals, families, educators, medical professionals, endowments, and private foundations as a fiduciary, providing unbiased, custom, comprehensive financial planning.

Before founding Generate Wealth, Jennifer served as one of the highest-ranked senior wealth management advisors for TIAA (previously TIAA-CREF) for almost 17 years. She managed a portfolio of clients with over $1.5 billion in assets across 12 states. Additionally, she led, mentored, and managed a team of wealth advisors and sales assistants to serve clients in many capacities, including financial planning, asset protection, income planning, tax and risk management, investment management, trust, estate, and intergenerational wealth transfer planning.

Jennifer grew up in a large Italian family in southern New Jersey until she was 18. In New Jersey, her parents owned a family winery, and at an early age, Jennifer worked in the winery and learned the importance of family, hard work, and money. Jennifer earned a Bachelor of Science in Finance from California State University of Long Beach. She is also an Accredited Investment Fiduciary.

Jennifer currently lives in Pasadena, CA, and has been married to her husband, Matt, for 19 years. They have three boys, Joseph, 17, Nico, 15, and Lucca, 13. When Jennifer is not working, she is busy with all things boy sports: basketball, football, wrestling, etc. In addition, she loves cooking, wine tasting, traveling, and spending time with her large Italian family.

(M) 626.773.6350
(O) 626.345.5829
(E) jcapo@generatewealthllc.com

Bryan Bishop, a valued partner and senior wealth management advisor at Generate Wealth, brings over two decades of extensive experience in financial services and planning. Throughout his career, Bryan has been dedicated to meeting the unique needs of his clients, forging strong personal bonds built on trust and exceptional service. Renowned for his unwavering commitment, integrity, and passion for his clients’ financial prosperity, Bryan serves high-net-worth individuals, families, educators, medical professionals, endowments, and private foundations. As a fiduciary, he offers impartial and tailored financial planning services encompassing a comprehensive range of solutions.

Before joining Generate Wealth, Bryan served as one of the highest-ranked advisors for TIAA (previously TIAA-CREF) for almost nine years. He managed a portfolio of over $1 billion in assets across six states of individual and institutional clients. He and his sales assistants also served clients’ needs in many capacities, including financial planning, asset protection, income planning, tax and risk management, investment management, life insurance, trust, estate, and intergenerational wealth planning.

Bryan got to experience the country as he grew up in Miami, Chicago, Boston, and Los Angeles as his father advanced in his biopharmaceutical career. Bryan has a large family in southern California, and it instilled a focus on family, education, hard work, and a passion to continually grow as a person for the betterment of everyone in his life. Bryan earned his Bachelor of Arts in Economics from the University of Southern California (USC) as a third-generation Trojan. He is currently a Chartered Retirement Planning Counselor (CRPC) and is completing his Certified Financial Planning (CFP) credentials.

When not in the office, Bryan enjoys spending time with his extended family, wife, and furry companion with picnics at the park, cooking up a storm in the kitchen, and traveling.

(M) 213.247.6598
(O) 626.628.0188
(E) bbishop@generatewealthllc.com