David Belej

CFA

Managing Director

  • Investment Oversight Committee
  • Shareholder

Dave is a Managing Director and shareholder of Pathstone, and a member of the firm’s Chief Investment Office.  He serves both Client Advisory and Investment Research functions for Pathstone, leveraging his 30+ years of experience in investment analysis and portfolio construction.

Prior to joining Pathstone, Dave served as Chief Investment Officer for Veritable LP and was a member of the firm’s Executive and Operating Committees.  (Veritable joined forces with Pathstone in September 2023.) As chair of the firm’s investment committee, he sat at the intersection of the firm’s portfolio advisory, research, and operations teams to coordinate investment activities for the firm’s 220 clients and $17+ billion in assets.  He also had direct portfolio management responsibilities for several clients.

Dave graduated summa cum laude from the University of Pennsylvania’s Management and Technology Program, with a BS in Economics with a concentration in Finance from The Wharton School, and a BAS with a concentration in Systems Engineering from the School of Engineering and Applied Science.  He and his wife live in West Chester, PA, and have two adult daughters.

Group

Advisory Services

- Investment Research

Certification

CFA

Office

Philadelphia Metro Area

Contact & Locations

Dave is a Managing Director and shareholder of Pathstone, and a member of the firm’s Chief Investment Office.  He serves both Client Advisory and Investment Research functions for Pathstone, leveraging his 30+ years of experience in investment analysis and portfolio construction.

Prior to joining Pathstone, Dave served as Chief Investment Officer for Veritable LP and was a member of the firm’s Executive and Operating Committees.  (Veritable joined forces with Pathstone in September 2023.) As chair of the firm’s investment committee, he sat at the intersection of the firm’s portfolio advisory, research, and operations teams to coordinate investment activities for the firm’s 220 clients and $17+ billion in assets.  He also had direct portfolio management responsibilities for several clients.

Dave graduated summa cum laude from the University of Pennsylvania’s Management and Technology Program, with a BS in Economics with a concentration in Finance from The Wharton School, and a BAS with a concentration in Systems Engineering from the School of Engineering and Applied Science.  He and his wife live in West Chester, PA, and have two adult daughters.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Lakewood, CO

Contact & Locations

Alexandria, VA

Contact & Locations

Maryland

Contact & Locations

Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

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Boston, MA

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Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

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Austin, TX

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Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations