David Nelson

Chief Strategist

David Nelson, CFA is the Chief Strategist of Belpointe Asset Management. He manages the firm’s US Equity Strategy, Alpha Select, as well as a series of investment portfolios that use an advanced form of tactical investment management called Trend Aggregation. David founded his own investment firm, DC Nelson Asset Management, in October 2000. Prior to this, he 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. From 1995-1997, he played an active role in management at Morgan Stanley Dean Witter’s 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. He 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.

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