David Michael Belej
Chief Investment Officer at Veritable LP
Profile
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.
David Michael Belej active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Investment Officer | 01/01/1995 |
Training of David Michael Belej
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- David Michael Belej
