Mr. Belfiore brings to the team almost 25 years of capital markets experience to strategize and manage the capital development division, as well as oversee operations. He is returning to the Pacific Northwest from the Bay Area where he specialized in equity sales and trading at Montgomery Securities. He left the firm to open the West Coast office for BB&T Capital Markets and then decided to further his professional growth by moving into the private wealth industry at Merrill Lynch and Stifel Financial.
Prior to his esteemed career in the industry, Mr. Belfiore earned a bachelor’s degree at the University of Washington and a master’s degree at the University of Florida.
Mr. Belfiore is a registered representative with the Financial Industry Regulatory Authority (FINRA), holding Series 7, 63 and 65 licenses. He has been an active member of the San Francisco Security Traders Association (SFSTA) as well as a board member at De La Salle High School Alumni Association and the Pleasant Hill Baseball Association.