David Nelson
David Nelson
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David Nelson
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ABOUT
David Nelson, CFA is the Chief Strategist of Belpointe Asset Management. The members of his firm, DC Nelson Asset Management LLC (DC Nelson), recently merged into Belpointe. At Belpointe he will continue to manage his Alpha Select Portfolio. He is a Chartered Financial Analyst (CFA), a designation issued solely by the CFA Institute (formerly the Association for Investment and Research or “AIMR”). Follow on Twitter @davidnelsoncfa
David is also the Financial News Anchor for Newsmax Media (Newsmax.com) the fastest growing web based news organization. You can frequently find his TV interviews on Newsmax Money News.
Relevant Experience: David founded his own investment firm in October 2000. Prior to forming ...More 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. Previously, he was a Financial Consultant for Merrill Lynch.
He is a frequent commentator and guest on Fox News, and Bloomberg TV where he discusses markets, politics and individual securities. 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 The Turtles, David Johansen and Nektar.
David is also the Financial News Anchor for Newsmax Media (Newsmax.com) the fastest growing web based news organization. You can frequently find his TV interviews on Newsmax Money News.
Relevant Experience: David founded his own investment firm in October 2000. Prior to forming ...More 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. Previously, he was a Financial Consultant for Merrill Lynch.
He is a frequent commentator and guest on Fox News, and Bloomberg TV where he discusses markets, politics and individual securities. 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 The Turtles, David Johansen and Nektar.
SNAPSHOT
- Description: Professional Blogger. Trading frequency: Daily
- Interests: Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Gold, Mutual funds, REITs, Stocks - long, Stocks - short, Tech stocks
COMPANY
Belpointe Asset Management When Belray was originally founded in 1999, it had two partners and one small real estate business. Fast forward to 2011, and Belray’s companies now operate together as a multi-family office by making private investments and offering a wide range of financial, legal and real estate services.
Founded by the ...More
Lacoff family, more than a decade ago, the firm’s growth has resulted in the addition of new business lines, partners, clients and services. As a result of our growth, Belray expanded and was rebranded as Belpointe. If you have the time be sure to Meet The Team.
Belpointe still includes the initials of the founding partner, Brandon E. Lacoff. The idea of being “en pointe” and the image of a lighthouse overlooking a point of land are symbolic of how we serve our clients—with careful and consistent guidance.
Thank you to all of our families, partners and clients for making our firm a success. We are excited about this new phase of growth for our company and look forward to serving you.
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