Joe Ueberroth

Joe Ueberroth

Founder, President, Bellwether Financial Group

WHY: Son of Peter Ueberroth (see entry), started Newport Beach investment and operations firm 22 years ago that invests in agriculture, logistics, real estate, hospitality, tech endeavors. One-third of Dana Point Harbor Partners, group behind $330M overhaul of the marina and its commercial core.

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RECENT: In entitlement process for new docks, waterside upgrades at Dana Point Harbor. $20M equity investment in Corona business software maker Club Speed.

NOTABLE: Chairman of Bellingham Marine, known for rebuilding docks, and now targeting large aging marinas of roughly 500 boats slips or more around the country.

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