About Dan Belforti, Investment Manager

Dan Belforti began his career in 1986 with General Electric as a systems engineer for three years and then as a financial analyst for two years. In 1991, he returned to graduate school via full academic scholarship at the University of Massachusetts/Amherst where he earned an MBA with a concentration in Finance.

Belforti joined Merrill Lynch in 1994 as an Investment Management Consultant. After 2 successful years with Merrill Lynch, Dan moved to Tucker Anthony, an independent regional brokerage firm. Belforti's client and asset base increased dramatically during the next 3 years at Tucker Anthony as his track record of investment performance continued to build. With high client loyalty and retention, Dan decided the time was right to leave Tucker Anthony to start his own investment management firm, Belforti Investments.

During the last 6 years, Mr. Belforti successfully transitioned and operated his investment management business in Portsmouth, New Hampshire.

Belforti Investments SEC Investment Adviser Registration (in PDF format)

Investment Adviser Public Disclosure at SEC.gov

Professional Experience/Education

Belforti Investments
Investment Manager
7 years

Tucker Anthony
Investment Management Consultant
3 years

Merrill Lynch
Investment Management Consultant
2 years

MBA - Finance UMass/Amherst
GPA 3.83, MBA Class President

GE Aerospace Division
Financial Analyst/Auditor
2 years

GE Aerospace Division
Systems Engineer, DOD Secret Clearance
3 years

University of Lowell
BS - Electrical Engineering, cum laude

Milford High School


Seacoast Repertory Theatre
Member of Board of Trustees
Portsmouth, NH
2002 - Present

Libertarian Party of New Hampshire
Treasurer/Member of Executive Board

Candidate for U.S. Congress
2000, 2002, 2004, 2006

National Libertarian Party
1998, 2002

Greater Portsmouth Chamber of Commerce
Government Affairs Committe
2002 - Present

1999 - Present

University of Massachusetts Amherst Alumni Club
Former Club Leader
1995 - 1997

1999 - Present

© 2014 Belforti Investments