Profil
Mr. David T.
DeBellis, CFA, is a Vice President at Trust Company of Vermont.
He is a valued member of the investment management team and serves as the chair of Trust Investment committee.
Prior to joining the firm, Mr. DeBellis worked at Chittenden Bank for more than 10 years.
He received his undergraduate degree from St. Michael's College.
Mr. DeBellis also holds Chartered Financial Analyst (CFA) designation.
Postes actifs de David T. DeBellis
| Sociétés | Poste | Début |
|---|---|---|
Trust Company of Vermont
Trust Company of Vermont Investment ManagersFinance Trust Company of Vermont’s investment process begins with the Trust Investment Committee (TIC), which is responsible for setting investment policy, maintaining their approved equity list, and identifying new potentially attractive investment opportunities for clients. Portfolios are developed based on the client’s long-term goals, cash needs and tolerance for risk. They customize portfolios for their clients, and do not use a one size fits all approach to investment management. Individual stocks are selected based on factors including sustainable competitive advantages, superior financial strength, high quality management and potential for future growth. Individual bonds are selected based on the credit quality of the issuer and the tax bracket of the client. | Analyst-Equity | 01/01/2002 |
Anciens postes connus de David T. DeBellis
| Sociétés | Poste | Fin |
|---|---|---|
Chittenden Trust Co.
Chittenden Trust Co. Investment ManagersFinance Chittenden Trust Co. seeks to achieve consistent and competitive risk-adjusted investment returns. The firm's portfolio construction process is based on setting appropriate asset allocation strategies, establishing diversification across and within economic sectors and identifying high quality individual securities and mutual funds. Their stock selection process focuses on investments in quality growth companies that are selling at attractive prices. Chittenden looks for industry-leading companies with sound balance sheets and strong, consistent historical growth. The firm's fixed-income investment process emphasizes preservation of capital, stable income and protection from early calls. | Corporate Officer/Principal | - |
Formation de David T. DeBellis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Trust Company of Vermont
Trust Company of Vermont Investment ManagersFinance Trust Company of Vermont’s investment process begins with the Trust Investment Committee (TIC), which is responsible for setting investment policy, maintaining their approved equity list, and identifying new potentially attractive investment opportunities for clients. Portfolios are developed based on the client’s long-term goals, cash needs and tolerance for risk. They customize portfolios for their clients, and do not use a one size fits all approach to investment management. Individual stocks are selected based on factors including sustainable competitive advantages, superior financial strength, high quality management and potential for future growth. Individual bonds are selected based on the credit quality of the issuer and the tax bracket of the client. | Finance |
Chittenden Trust Co.
Chittenden Trust Co. Investment ManagersFinance Chittenden Trust Co. seeks to achieve consistent and competitive risk-adjusted investment returns. The firm's portfolio construction process is based on setting appropriate asset allocation strategies, establishing diversification across and within economic sectors and identifying high quality individual securities and mutual funds. Their stock selection process focuses on investments in quality growth companies that are selling at attractive prices. Chittenden looks for industry-leading companies with sound balance sheets and strong, consistent historical growth. The firm's fixed-income investment process emphasizes preservation of capital, stable income and protection from early calls. | Finance |
St. Michael's College
St. Michael's College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















