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 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. 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.
Mujahid Rasul is an investment professional and has a working background as a Wealth Manager in a well-reputed fund management/asset management company. He is a value investor and applies Q.V.G (Quality, Value, Growth) framework in his investment disciplines. He has an experience of more than 8 years working in the finance and investment industry. In addition to graduation in the business & finance discipline, he is also a CFA program candidate (preparing for the last stage-level 3 of the Gold Standard qualification). Being a prestigious and well-recognized credential in the financial services industry, the CFA program really helped him to have in-depth knowledge of financial markets around the world. A snapshot of his activities is as under: He regularly communicate portfolio and market strategy to existing and prospective clients based on strategic and tactical market outlook and individual client circumstances. He Perform financial advisory and consultancy to individual and corporate clients. Financial statement projections, share price valuation, sensitivity and scenario analysis. He advises how to invest prudently in equity and fixed income segments of capital markets. He also manages a portfolio of stock investments.