Belpointe Wealth Management Employee Directory

Belpointe Wealth Management has 11-50 employees.

belpointe wealth management

belpointe wealth

Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Belpointe Wealth Management CEO

Charles BalisCHAIRMAN and BALIS and ZORN. CHAIRMAN and BALIS ZORN GERARD. Chief Executive Officer BALIS ADVISORY (BELPOINTE)

Phone

See Profile

Key Employees of Belpointe Wealth Management

KP
Kip Paxton
Client Service Coordinator & Transition Specialist
PhoneEmail
AS
Adam Saldana
Registered Investment Advisor
PhoneEmail
JB
Jennifer Brown
Wealth Management Advisor
PhoneEmail
MV
Mark VanVoorhe...
Investment Advisor & Representative
PhoneEmail
DN
David Nelson
Chief Strategist
PhoneEmail
JD
James Di Gesu
Senior Wealth Advisor
PhoneEmail

Belpointe Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Belpointe Wealth Management

Hundreds of professionals searching for Belpointe Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

HH
Hugh Halsey
Email Direct
Financial Advisor

DN
David Nelson
Email Direct
Chief Strategist

EL
Eric Leibowitz
Email Direct
Senior Wealth Advisor

MV
Mark VanVoorhees
Email Direct
Investment Advisor & Representative

MH
Michael Hindman
Email Direct
That Does Wealth Management Oversight Analyst

CB
Charles Balis
Email Direct
CHAIRMAN and BALIS and ZORN. CHAIRMAN and BALIS ZORN GERARD. Chief Executive Officer BALIS ADVISORY (BELPOINTE)

JD
James Di Gesu
Email Direct
Senior Wealth Advisor

AS
Adam Saldana
Email Direct
Registered Investment Advisor

KP
Kip Paxton
Email Direct
Client Service Coordinator & Transition Specialist

DM
Daniel Morris
Email Direct
Senior Financial Advisor

DP
Duane Pellman
Email Direct
Advisor

HH
Henry Howard
Email Direct
Wealth Management Advisor

JB
Jennifer Brown
Email Direct
Wealth Management Advisor

GW
Gary Ward
Email Direct
Wealth Management Advisor

Former Employees at Belpointe Wealth Management

Explore people who held key positions, contributed to Belpointe Wealth Management's success, and advanced their careers.

SS
Shane Stirton
President at Belpointe Asset Manage...
Worked as Chief Operating Officer
at Belpointe Wealth Management (2020-2021)
Email Direct

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Frequently Asked Questions Regarding Belpointe Wealth Management Employees

How many employees does Belpointe Wealth Management have?

Belpointe Wealth Management has 11-50 employees

Who is the CEO of Belpointe Wealth Management?

Belpointe Wealth Management’s CEO is Charles Balis

Who are Belpointe Wealth Management key employees?

Some of Belpointe Wealth Management key employees are Kip Paxton, Adam Saldana, Jennifer Brown, Mark VanVoorhees, David Nelson

How do I contact Belpointe Wealth Management?

Belpointe Wealth Management Contact Info: Website: www.belpointewealth.com

What does Belpointe Wealth Management do?

Belpointe Asset Management offers a unique blend of personalized boutique service and comprehensive global wealth management capabilities. Their services focus on investment management and wealth planning, tailored to meet the diverse needs of individuals, advisors, and institutions. With a team boasting over two centuries of combined experience, t... Read More

Is Belpointe Wealth Management a public company?

Belpointe Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Belpointe Wealth Management Employees