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Bell Wealth Q2 2025

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2025

BELL WEALTH

Q2

Leadership Changes Mark New Chapter for Bell Institutional Investment Management Bell Institutional Investment Management (BIIM), a leader in investment solutions for insurance companies, foundations, private clients, family offices and more, is expanding its strategic leadership. Greg Sweeney, who has led BIIM’s investment team as chief investment officer for the last 21 years, is stepping into a new role as chief investment and economic strategist. Zac Wanzek, who has served as deputy chief investment officer since 2021, is transitioning to the chief investment officer role. Hear from Zac and Greg about their new roles inside this issue of Bell Wealth.