David Charles Nelson
Chief Investment Officer bei Belpointe Asset Management LLC
Profil
Mr. David C.
Nelson, CFA, is a Chief Strategist at Belpointe Asset Management LLC.
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.
Mr. Nelson 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 from 1997-2000.
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 received his undergraduate degree from New York University.
He is a Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT), designations issued solely by the CFA Institute and CMT Association.
Aktive Positionen von David Charles Nelson
| Unternehmen | Position | Beginn |
|---|---|---|
Belpointe Asset Management LLC
 Belpointe Asset Management LLC Investment ManagersFinance Belpointe Asset Management LLC (Belpointe) is a SEC-registered investment advisor headquartered in Reno, Nevada. The firm was founded by Gregory Skidmore, Brandon Lacoff and Martin Lacoff in 2007 as Belray Asset Management LLC. They are a subsidiary of Belpointe Financial Holdings LLC. Belpointe serves the investment needs of individual investors, retirement plans, pension and profit-sharing plans, corporations, investment companies, other investment advisors, and trusts. | Chief Investment Officer | 01.01.2011 |
Ehemalige bekannte Positionen von David Charles Nelson
| Unternehmen | Position | Ende |
|---|---|---|
Tuttle Capital Management LLC
 Tuttle Capital Management LLC Investment ManagersFinance Tuttle Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Riverside, Connecticut. The firm was founded by Matthew “Matt” Tuttle in 2012 as Tuttle Tactical Management LLC. TCM provides investment management services through an advisory or sub-advisory arrangement with other SEC, state-registered investment advisers, or registered investment companies. | Marktstratege | 01.05.2017 |
DC Nelson Asset Management LLC
 DC Nelson Asset Management LLC Investment ManagersFinance Founded in 2000 by David Charles Nelson, DC Nelson Asset Management LLC is a hedge fund manager located in West Port, Connecticut. The firm invests and manages capital for high net-worth individuals, corporate pension plans and institutions | Gründer | 31.12.2010 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | 01.01.2000 |
| Morgan Stanley Dean Witter | Corporate Officer/Principal | 31.12.1996 |
| Merrill Lynch & Co., Inc. | Berater | 31.03.1995 |
Ausbildung von David Charles Nelson
| New York University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
| Morgan Stanley Dean Witter | Finance |
DC Nelson Asset Management LLC
DC Nelson Asset Management LLC Investment ManagersFinance Founded in 2000 by David Charles Nelson, DC Nelson Asset Management LLC is a hedge fund manager located in West Port, Connecticut. The firm invests and manages capital for high net-worth individuals, corporate pension plans and institutions | Finance |
Belpointe Asset Management LLC
Belpointe Asset Management LLC Investment ManagersFinance Belpointe Asset Management LLC (Belpointe) is a SEC-registered investment advisor headquartered in Reno, Nevada. The firm was founded by Gregory Skidmore, Brandon Lacoff and Martin Lacoff in 2007 as Belray Asset Management LLC. They are a subsidiary of Belpointe Financial Holdings LLC. Belpointe serves the investment needs of individual investors, retirement plans, pension and profit-sharing plans, corporations, investment companies, other investment advisors, and trusts. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Tuttle Capital Management LLC
Tuttle Capital Management LLC Investment ManagersFinance Tuttle Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Riverside, Connecticut. The firm was founded by Matthew “Matt” Tuttle in 2012 as Tuttle Tactical Management LLC. TCM provides investment management services through an advisory or sub-advisory arrangement with other SEC, state-registered investment advisers, or registered investment companies. | Finance |
