David Nelson, CFA is the Chief Strategist of Belpointe Asset Management. Prior to joining Belpointe in 2011, David was the founder and Managing Partner of DC Nelson Asset Management LLC. David manages the firm’s US Equity Strategy: Alpha Select.
Investment Management: David manages a quantitative US equity strategy called Alpha Select and series of investment portfolios that use an advanced form of tactical investment management called Trend Aggregation.Relevant Experience: David founded DC Nelson Asset Management in October 2000. David was a portfolio manager at Lehman Brothers’ New York City office, where from 1997-2000, he was responsible for managing the assets of high net worth clients and small institutions. Lehman approached David at Morgan Stanley Dean Witter where, from 1995-1997, he played an active role in management at their flagship New York City office. Previously, he was a Financial Consultant for Merrill Lynch. He is a Chartered Financial Analyst (CFA), a designation issued solely by the CFA Institute.
Press Appearances: David is a frequent commentator and guest on Bloomberg TV, CNBC, Fox Business, TheStreet.com, and Yahoo Finance where he discusses markets, economics and individual securities.
David’s press appearances and investment commentaryDavid’s Yahoo Finance Blog
David also frequently lectures on the financial markets, including several recent appearances before the American Association of Individual Investors (AAII). David’s investment career ,follows his well-publicized success in the entertainment industry, where he performed with recording artists, such as The Turtles and David Johansen.
About Wealth Services: David provides investment advice to clients through Belpointe Asset Management, 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.