David Michael Belej
Direttore degli Investimenti presso Veritable LP
Profilo
Mr. David M.
Belej, CFA, is a Partner at Veritable LP.
He is also the firm's Chief Investment Officer and a member of the Executive Committee and the Operating Committee.
As the Chair of its Investment Committee, he sits at the intersection of the firm’s client-facing, research, operating and portfolio management teams.
Over the past two decades he has been a patient intellectual mentor to everyone at Veritable and a tremendous asset to its clients.
Prior to joining Veritable in 1995, he was an institutional investment consultant with A.
Foster Higgins and the Wyatt Company where he earned the CFA designation.
He received his undergraduate degree from The Wharton School of the University of Pennsylvania.
Posizioni attive di David Michael Belej
| Società | Posizione | Inizio |
|---|---|---|
Veritable LP
 Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Direttore degli Investimenti | 01/01/1995 |
Formazione di David Michael Belej
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Veritable LP
Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Finance |
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