One team. One goal.
A better future for our clients.
Meet the Experts:
David Nelson,
Chief Strategist
David Nelson serves as Belpointe’s Chief Strategist. David manages a quantitative US equity strategy called Alpha Select and series of investment portfolios that use an advanced form of tactical investment management called Trend Aggregation. David has been in the Financial Services Industry for over 25 years. David founded his own investment firm in October 2000. Prior to forming DC Nelson Asset Management, 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 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.
David’s press appearances and investment commentary David’s Yahoo Finance Blog
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 and David Johansen.
Michael Kasparian,
VP of Trading Systems
Michael Kasparian is the VP of Trading Systems with Belpointe Asset Management, LLC. Michael specializes in operations, trading, and database architecture and is responsible for running and expanding the Belpointe Asset Management Trade Desk. Michael graduated from the University of Reno Nevada with dual majors in Finance and Economics. Michael currently lives in Reno with his wife Kelsey and their dogs where he is an avid skier and looks to utilize all the outdoors have to offer in his spare time.
Anthony Cardenas,
VP of Investment Management
Anthony Cardenas serves as VP of Investment Management at Belpointe. He began his financial career as an investment analyst at a boutique hedge fund in 2017, where he primarily researched public and private companies in the defense industry and oversaw a team of junior analysts. Prior to joining Belpointe in 2020, Anthony was the Head of Operations for a fund manager based in Greenwich, Connecticut. He holds an MBA from Pepperdine University and an undergraduate degree from UC Davis.