David C. Belport

David C. Belport, MBA, CIMA®
Managing Director - Investments
Senior PIM Portfolio Manager

Throughout market cycles of all kinds in his 40+ year career, David Belport has delivered much more than specialized asset allocation and goal-analysis planning to high net-worth clients, business owners, and their families. As Managing Director- Investments at Merritt Point Wealth Advisors (MPWA), Dave feels it's a privilege to be a long-term financial steward with whom clients trust their assets - and their dreams.

After starting his career at EF Hutton in the early 80s, David and his team went through a few transitions before going independent to pair MPWA's vast resources with their extreme diligence with client service. Dave backs this up with the Certified Investment Management AnalystSM designation, an MBA from the University of Bridgeport, and a degree in Accounting from the University of Connecticut.

In addition to volunteering for Habitat for Humanity, Dave's supports St. Jude's Children's Hospital and the American Cancer Society. He has a great passion for his wife, Julienne, who has been an amazing partner for many adventures. When you see Dave, ask him about his home-away-from-home in Hilton Head, SC or how about the game of golf - which is his nirvana!


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