Timothy C. Davidson is one of the most experienced investors at Belpointe. His Belpointe roles include being a Senior Portfolio Manager for Belpointe Asset Management, Managing Partner of Belpointe’s Alternative Investment Group and he is on the investment committee for the Real Estate Group. Tim heads Belpointe’s Florida office located in Delray Beach, FL.
Tim manages a proprietary equity and asset allocation strategy with strict risk management parameters. This strategy compliments other investment strategies in equities, fixed income and alternative strategies.
Tim started his career in the financial markets in 1979 with a French bank as a foreign exchange trader where he co-developed French Franc options as a hedging tool for institutional clients, a first in the industry at the time. In his role as an institutional sales advisor, he has advised Central Banks, mutual funds, hedge funds and many of the largest global companies as well as ultra high net worth clients with their currency exposures.
In his role as a trader he has been responsible for managing risk in currencies, commodities, interest rate products, equities and equity indices. His particular expertise is determining global macro risks and managing client portfolio risks in both up and down markets.
Tim grew up in Switzerland, France and the United Kingdom, absorbing the culture, languages and practices that contribute to his success in today’s global environment. After graduation, he worked in New York for several years before returning to work in Paris and London for a French bank. He is fluent in French.
At The College of William & Mary in Williamsburg, Virginia Tim received his BA in economics, with a focus on international economics, and languages. He has passed his Series 7 and Series 66 and is currently licensed as an investment advisor representative.
Tim provides investment advice and financial planning to clients through Belpointe Asset Management, LLC and insurance products through Belpointe Insurance, LLC. Don’t understand the difference between investment advice, insurance sales and the sale of investment securities? Click here to learn more.
Important Information: This page contains information related to Belpointe’s investment advisory services. Investment advice is offered through Belpointe Asset Management, LLC.