Belpointe Asset Management LLC

Alberto Davila is a financial advisor with Belpointe Asset Management LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Charles Schwab for seven years and has been involved with various firms including Slow Capital, Inc. and Optional Holding LLC. Outside of his advisory role, he owns and operates several digital product businesses and a software service. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

William Mccormick Jr. is a CFA® charterholder with seven years at Belpointe Asset Management LLC and a total of four years in the financial industry. Prior to joining Belpointe in 2019, he worked at Advisory Services Network from 2016 to 2019. Outside of his advisory role, he is involved in CFO consulting through Chatham Street Consulting Services, LLC, and serves on the finance committee of St. Peter's Church in Rome, NY. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both active and passive strategies tailored to client objectives and risk tolerance, while also supporting various affiliated businesses and proprietary investment products.

Diana Hunter is a financial advisor with Belpointe Asset Management LLC in Orem, UT, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior work includes roles at Gem State Financial Group, Ameritas Investment Corp, Peterson & Associates CPA, LLC, M & O Marketing, and Corecap Advisors. She serves as treasurer of a local homeowner association, Rosecrest PUD Inc. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and sponsors various proprietary and affiliated investment products.

Todd Blazei is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fiserv, Inc. from 2015 to 2020. Outside of his advisory role, he is a sole proprietor of Eagle Eye LLC, a human resources consulting firm focused on compensation and benefits, and serves on the boards of Great Midwest Bank and The Lutheran High School Association of Greater Milwaukee, participating in their investment committees. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes customized portfolios with a range of strategies and supports its advisory practice with affiliated businesses, proprietary funds, and platform services.

Monica Szakos is a CFP® with 12 years of industry experience, currently serving at Belpointe Asset Management LLC. Her prior roles include positions at Arete Wealth Advisors LLC, Axxcess Wealth Management, LLC, and Securities America Advisors Inc. Outside of her advisory work, she is involved in computer consulting, web design, and IT services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers customized discretionary investment management and financial planning, utilizing a range of strategies from passive to tactical, and supports its advisory practice with affiliated funds and professional service entities.

Thomas Formhals is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Belpointe since 2016. Outside of his work at Belpointe, he owns The Patriot Financial Group, LLC, and Furquay Financial Planning, both investment-related businesses. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning through customized portfolios, utilizing a range of strategies from passive to tactical, and supports its advisory practice with affiliated businesses and product sponsorships.

Zach Nugent is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AFIN Family Wealth Management, Cetera Investment Services LLC, and New York Life Insurance Company. Outside of his advisory role, he is an independent insurance agent selling fixed insurance products and property and casualty insurance. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and investment companies, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios using a range of strategies and supports its advisory practice with affiliated businesses and proprietary product sponsorships.

Mark Vanvoorhees is a CFP® with 30 years of industry experience, currently serving at Belpointe Asset Management LLC since 2019. His prior experience includes roles at Richmark Private Wealth Management and Berthel Fisher & Company Financial Services. Outside of his advisory work, Vanvoorhees teaches personal financial planning part-time at various universities, performs as a band and orchestra musician, and serves on the board of the Ignite the Arts Foundation in Michigan. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm provides discretionary investment management, financial planning, and retirement consulting, offering customized portfolios through a combination of internal construction and third-party managers across passive, active, tactical, and blended strategies.

Jacob Menden is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Belpointe in 2024, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2018 to 2024, and earlier at US Bank and BMO Harris Bank. Outside of his advisory role, he is the founder and content creator of the Father Figures podcast and co-founder of the Healthful lifestyle podcast. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.

Thomas Casey is a CFP®-designated financial advisor with 25 years of industry experience, currently serving at Belpointe Asset Management LLC since 2018. Prior to this, he was a principal at Casey Financial Management, LLC from 2014 to 2018. Outside of his advisory role, Casey is president of the board for the Red Sox Nation-Villages Charitable Fund and works part-time as a starter and ambassador at local golf courses in The Villages, FL. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a variety of investment strategies, combining internal portfolio construction with third-party managers, and supports a broad range of affiliated businesses and product sponsorships alongside its advisory services.

Anthony Pena is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential. He has professional experience spanning roles in real estate and faith-based community outreach prior to his current advisory position. Pena has worked as a real estate agent with Better Homes & Gardens Real Estate and participates in voting on resource distributions for missionaries through the Baptist Resource Network. Belpointe Asset Management serves a wide range of clients, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Joseph Cone is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He previously worked at LPL Financial for 10 years before joining Belpointe in 2023. Cone holds Series 63 and Series 65 licenses and serves on several nonprofit boards, including the Greensboro Symphony Endowment Fund and the NC Justice Center, where he is also treasurer. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning, employing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Giovanni Todesco is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Belpointe since 2016. Outside of his advisory role, he also works as a parcel delivery supervisor. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine internal management with third-party relationships tailored to client objectives and risk tolerance.

Gary Ward is a financial advisor with Belpointe Asset Management LLC in Enid, Oklahoma, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Voya Financial Advisors, Inc., Northwest Wealth Management, LLC, and operating as a sole proprietor prior to joining Belpointe in 2017. He is also involved in fixed insurance sales as an insurance producer. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies across passive, active, tactical, and blended approaches and supports its advisory practice with a broad range of affiliated businesses and product sponsorships.

Colin Kelty is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and MB Financial Bank. Outside of his advisory role, he is involved in a tax planning business and participates in theatre production and venue management. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a customizable approach that includes passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.