Investment Management

David Nelson, CFA is the Chief Strategist of Belpointe Asset Management. In 2011, the members of his firm, DC Nelson Asset Management, LLC (DC Nelson), merged into Belpointe. David is a Chartered Financial Analyst (CFA), a designation issued solely by the CFA Institute. Learn more about his role at Belpointe Asset Management.

Relevant Experience: David founded his own investment firm in October 2000. Prior to forming DC Nelson, 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.

He is a frequent commentator and guest on CNBC, Fox News, The Street.com, Yahoo Finance and Bloomberg TV where he discusses markets, politics and individual securities. David also served as the Financial News Anchor for Newsmax TV interviewing many of our nations leaders as well as top financial personalities. His investment career follows his well-publicized success in the entertainment industry where he performed with recording artists The Turtles and David Johansen.

David is a contributor to Yahoo Finance: David’s Yahoo Finance Articles

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Important Information: This page contains information related to Belpointe’s investment advisory services. Investment advice is offered through Belpointe Asset Management, LLC. | It is important to read the Disclosures