David Charles Nelson
Chief Investment Officer at Belpointe Asset Management LLC
David Charles Nelson active positions
Companies | Position | Start | End |
---|---|---|---|
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 | 2010-12-31 | - |
Portfolio Manager-Equities | 2010-12-31 | - | |
Head of Private Banking | 2010-12-31 | - | |
Market Strategist | 2010-12-31 | - |
Career history of David Charles Nelson
Former positions of David Charles Nelson
Companies | Position | Start | End |
---|---|---|---|
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. | Market Strategist | - | 2017-04-30 |
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 | Chief Investment Officer | 2010-12-30 | 2010-12-30 |
Founder | 2010-12-30 | 2010-12-30 | |
Portfolio Manager-Equities | 2010-12-30 | 2010-12-30 | |
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 | 1999-12-31 | 1999-12-31 |
Morgan Stanley Dean Witter | Corporate Officer/Principal | 1996-12-30 | 1996-12-30 |
Merrill Lynch & Co., Inc. | Consultant / Advisor | 1995-03-30 | 1995-03-30 |
Training of David Charles Nelson
New York University | Undergraduate Degree |
Statistics
International
United States | 7 |
2 |
Operational
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Market Strategist | 2 |
Sectoral
Finance | 7 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
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