Belpointe Asset Management
Belpointe Asset Management is a Registered Investment Advisor (RIA) that provides an array of services to advisors and their clients. At Belpointe, we strive to provide the personalized service and flexibility of a boutique firm, but with the comprehensive investment and wealth planning capabilities of a global leader. We seek to embrace the craft of investment management and wealth planning. While data analysis and the application of technology are strong foundations, our philosophy also incorporates a blend of experience, intuition, and creativity. To us, planning isn’t just a science or a mechanical process, but rather an artform and experience that is distinctly human. We’ve built our ecosystem in the form of a craft community, where advisors and other professionals often collaborate, leveraging one another’s talents to strengthen planning, drive creativity, and even develop new tools, services, and products together. Recent acknowledgements: Named among the US's top RIA Firms in 2024 by Forbes Named among the top RIA firms in 2024 by USA Today Named among the US’s top RIA firms in 2023 by Forbes Named the 8th fastest growing RIA in the nation in 2021 by SmartAsset (https://smartasset.com/financial-advisor/top-50-fastest-growing-financial-advisor-firms-2021)
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Verified contacts
55
available on Kipplo
LinkedIn employees
56
51 to 200 range
Open roles
—
no listings
Distinct roles
45
indexed titles
Tech stack
1
tools in use
Monthly traffic
87
organic / mo
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Decision-makers and verified team members
55 contacts with verified email or phone · masked until revealed.
- AM
Alex Metzker
Presidential Chief of Staff and Director of Advisor Relations · General Business & Management
EmailPhone - GC
Grant Cook
VP of Business Development · Sales & Business Development
EmailPhone - MK
Michael Kasparian
Vice President - Trading Systems · Finance & Accounting
EmailPhone - CG
Colleen Giffin
Wealth Management Advisor · Finance & Accounting
EmailPhone - DP
Daniel Ponte
Investment Operations Supervisor · Finance & Accounting
EmailPhone - GT
Giovanni Todesco
Wealth Advisor · Finance & Accounting
EmailPhone - SH
Sean Holly
Financial Advisor · Finance & Accounting
EmailPhone - DN
David Nelson
Chief Strategist · General Business & Management
EmailPhone - JS
Joel Schmitz
Chief Compliance Officer · Legal
EmailPhone
Showing 9 of 55 verified contacts
Top roles at Belpointe Asset Management
45 distinct titles indexed · top 10 shown.
- 3investment advisor representative
- 3senior wealth advisor
- 2operations
- 2senior vice president of finance
- 2wealth management advisor
- 1, -
- 1account executive
- 1accounting data analyst
- 1accounting specialist
- 1advisor
- +35more titles
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