The Belpointe Asset Community
When you are part of our community, whether as a client or collaborative partner, you can personally get to know the people who do work for you at any level.
Our Craft Community
At Belpointe, our aim is to cultivate a community that values the art of financial management. In this space, advisors support and learn from one another, working together whenever the need arises. This support system, combined with an infrastructure that further promotes safe collaboration, allows us to deliver services with care, purpose, and a distinctiveness that can’t be replicated by larger enterprises.
We feel that this craft movement is essential, as the financial landscape today is especially challenging for small practitioners. The influence that larger enterprises have on client sentiment, regulation, technology, and price points can be difficult to navigate. At Belpointe, we envision a shift – bringing back the essence of craft to an otherwise commoditized industry.
By fostering a stronger bond between financial services, advisors, and clients, we are excited about reinvigorating the art of investing and planning. It's here where shared values become the cornerstone for informed decisions and a more fulfilling financial journey.
The Leadership Team
Belpointe Asset Management is led by a dedicated team of professionals with a wealth of experience in their fields.
Greg Skidmore
CEO
Gregory Skidmore founded Belpointe Asset Management with Brandon Lacoff in 2007. Greg currently serves as the Chief Executive Officer of Belpointe Asset Management.
Greg’s career in finance started when he joined Advest, formerly a subsidiary of AXA Financial, where he spent time in Equity Research and Institutional Sales, working to generate investment ideas for large institutional clients. He then took that experience to Smith Barney where he designed and managed portfolios for one of the premier private wealth management teams within Citigroup. He then went on to start Belpointe Asset Management.
Greg graduated from Connecticut College in 1999 with a dual major in Economics and History. He has completed the SACRS UC Berkeley Haas School of Finance Public Pension Investment Management Program. In addition, he has passed the series 7, 24, 63, 65 securities exams and he has passed the Connecticut life and health insurance exam.
Shane Stirton
President
Shane Stirton is President of Belpointe Asset Management. His entrepreneurial upbringing, including helping run his family business, prepared Shane to establish the first of two consulting firms in 2013. In 2016, he founded Stirton Consulting, which provided operational consulting services for Belpointe and other registered investment advisors. Recently, Shane has joined Belpointe full-time as President. His past experience also includes serving as District Manager for BenefitMall, a national provider of employee benefits, payroll, HR, and employer services. He is also a former reserve firefighter, EMT, and ER technician. His passion for sports and coaching teams has proved fundamental in his development of theories on business operations.
Belena Vincetti
Chief Compliance Officer
Belena Vincetti, MBA, CFP ® is the Chief Compliance Officer of Belpointe Asset Management, LLC. Belena has over a decade of experience in securities and insurance Compliance, with over 15 years in the financial services industry, having run a boutique financial planning firm most recently. Her experience spans back-office, operations, staff development, and personal financial planning and investment management. She is a graduate of Truman State University with a bachelor degree in biology and French as well as a Master of Business Administration from University of Wisconsin-Madison.
Before joining the financial industry, Belena lived and worked in France for a couple of years and previously owned an art gallery just outside of Madison, Wisconsin. Belena lives in Milwaukee, Wisconsin with her daughter, Scout, and is actively involved in the local art community.
Edward Robertson
Chief Technology
Officer
Edward Robertson is the Chief Technology Officer of Belpointe Asset Management, LLC. Edward has over 15 years of leadership as an executive change management consultant in the Finance, Credit, Government, Energy, Gaming, Pharma, Media, Transportation, and Retail industries. Clients include: Amgen, Adidas, Advest, Toyota, Boeing, cxLoyalty, Raytheon, ExxonMobil, Saudi Aramco, AirGas and many others. Edward has a passion for helping teams to be aligned utilizing technology.
Edward graduated from Connecticut College in 2000 with a dual major in Fine Arts and Hispanic Studies. He subsequently attended Harvard University and received an MBA from Cornell Johnson Graduate School of Management and is certified in the Six Sigma DMAIC process.
Edward lives with his family of four in Los Angeles, CA where he races sailboats, sculpts in metal, glass and stone, hikes, camps and enjoys the outdoors.
Liz Morrow
Senior VP
of Finance
Liz Morrow serves as the Senior Vice President of Finance for Belpointe, where she leads the Accounting, Billing, and Payroll departments. She started with Belpointe in 2014 after graduating from the University of Rhode Island (BA – Music) and is on track to earn a Masters Degree in Accounting from Syracuse University in 2023. Liz has performed multiple roles at Belpointe, starting as a staff accountant before being promoted to Senior Accountant, and then VP of Finance, prior to her current position.
Liz lives in Connecticut with her husband and two amazing dogs. In her spare time, she coaches and participates in Crossfit, loves to spend time cooking and entertaining family and friends, and is an avid hiker, golfer, gardener, and sports enthusiast.
Grant Cook
VP of Business
Development
Grant Cook serves as VP of Business Development for Belpointe, a role he has held since joining the team in 2021. WIth nearly 20 years in the financial industries, he most recently grew and ran a national network of CPAs and financial professionals that focused on collaboration and the development of proprietary tools and planning methodologies.
Grant is a graduate of Elon University (BS - Finance). He lives in Raleigh, North Carolina with his wife and two children. In his spare time, he enjoys mountain biking, surfing, gardening, sports, and spending time outdoors with family and friends.