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 a portfolio manager. He 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. David is a member of the Financial Analysts of Philadelphia and the CFA Institute. He graduated summa cum laude with a B.S. in Finance and a Bachelor of Applied Science in Systems Engineering from the University of Pennsylvania.