PARTNER PROFILES

Veritable’s Partners represent widely diverse backgrounds—from financial analysis, to the law, to engineering—but share a fundamental commitment to service, innovation and entrepreneurship.

DAVID M. BELEJ, CFA

David is Veritable's Chief Investment Officer and leads our Strategic Investment Committee. He is also a member of our Operating Committee. David joined the firm in 1995 from the investment consulting division of A. Foster Higgins and the Wyatt Company. There he assisted institutional investors with investment policy development, asset allocation studies, and investment manager selection and evaluation. He is a member of the CFA Society of Philadelphia and the CFA Institute. David is a summa cum laude graduate of the University of Pennsylvania, where he earned a B.S. in Economics with a concentration in Finance from the Wharton School and a Bachelor of Applied Science in Systems Engineering from the School of Engineering and Applied Science.