DISCOVER ALL YOUR POSSIBILITIES
OUR STORY
Wallace Hart was founded with the vision to truly help clients see the possibilities of life. With a careful capital management approach to seek to preserve and enhance wealth, our clients can confidently pursue their passions in life, knowing that we are keeping a diligent watch over their hard-earned assets. The principals of Wallace Hart gained their investment experience at the most prestigious firms — yet we saw an opportunity to do it better.
With over 20 years of Wall Street experience, we have pioneered a unique approach designed to help mitigate drastic swings in a volatile market — our solution to keep you comfortably invested. We utilize the investment expertise gained from working for large institutions, but we approach relationships with clients like a high-end boutique. We keep our client base small to better understand clients' goals and preferences, and create personalized plans.
YOUR DEDICATED TEAM
JEREMY WALLACE
CHIEF INVESTMENT OFFICER
Jeremy has nearly two decades of experience. He has worked at UBS Financial Services and Merrill Lynch. With a degree in International Economics from Emory University, and a certificate in Financial Planning, Jeremy has opened his own firm to offer independent and comprehensive advice to his clients. Jeremy spends most of his free time with his wife, Julie, and their three children, Isabel, Lincoln and Reid. He is an avid Chicago Cubs baseball fan, enjoys golfing with his wife, and traveling with his family.
ANDREW HART
CHIEF PLANNING STRATEGIST
Having worked in the financial industry for over a decade, Andrew has worked at UBS Financial Services, Headley Investment Analysis, and the World Bank Credit Union. With a degree in Business Management from Wittenberg University, and certificate in Financial Planning from Georgetown University, Andrew is a lifelong learner with a passion for serving others. He has contributed to Yahoo! Finance, theStreet.com, and was published in the book “Exchange Traded Profits: Cashing in on ETF Trading”. Andrew enjoys spending time with his wife, Susan, twin boys George and Ted, and daughter Merritt.
JESSICA BEDELL
WEALTH MANAGEMENT SPECIALIST
Jess has cared for clients and their financial well-being since 2007. Prior to working at Wallace Hart, she worked at UBS Financial Services. She is a graduate of Indiana University. Jess is a culture and travel enthusiast, with a special love for Japan. She also enjoys playing board games with friends and spending time with horses at the barn. She considers each ride a success so long as she's able to "keep the horse between herself and the ground”. Originally from Cincinnati, Jess and her husband John live in Lexington, KY.
CHAD KOBES
FINANCIAL ADVISOR
Chad is an Investment Adviser at Wallace Hart Capital Management. He has helped clients reimagine their financial goals since 2003, both in the United States and Japan. Prior to joining Wallace Hart, Chad gained important industry experience at large-scale firms such as TIAA, Kentucky Bank and Fifth Third. Chad joined the firm to help clients build portfolios and discover what their financial futures can be through clear and objective financial advice. Outside of the office, Chad enjoys spending time with his wife M.E. and their two sons Rogers and Bennett. He also makes time to golf, fish and travel with his family.
DO WELL BY DOING GOOD
We believe that by contributing to the communities in which we live, work and invest can amount to collective positive impact. That’s why we actively participate and support our chosen philanthropic initiatives – to make a measurable difference.
Sanders-Brown Center on Aging
The University of Kentucky Sanders-Brown Center on Aging (SBCoA) basic and clinical scientists work together to improve the health of the elderly in Kentucky and beyond through research dedicated to understanding the aging process and age-related brain diseases, and education, outreach and clinical programs that promote healthy brain aging.
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Pledge 1%
Wallace Hart is proud to be a part of Pledge 1%. Pledge 1% is a corporate philanthropy movement dedicated to making the community a key stakeholder in every business. Pledge 1% encourages and challenges individuals and companies to pledge 1% of equity, product, and employee time for their communities.
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Mikeroweworks Foundation
Through its Work Ethic Scholarship Program, the mikeroweWORKS Foundation provides financial assistance to qualified individuals with a desire to learn an in-demand skill at trade schools across the country.
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