As a fiduciary, Yatra Wealth Design and its founder, Ross Atefi are required to be associated with and supervised by a Registered Investment Adviser. In our case, we have chosen to associate with Belpointe Asset Management, LLC, (“Belpointe”), 125 Greenwich Avenue, Greenwich, CT 06830. Important information related to Belpointe are available at http://www.belpointe.com. Additional information pertaining to Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
Belpointe which was founded in 2007 in Greenwich, Connecticut, manages over $1 Billion in assets; and was recently ranked one of the top 300 Registered Investment Advisers in the United States by the Financial Times. Belpointe has advisors and offices throughout the country, including an office in Newport Beach and Palm Desert.
Relationships with clients constitute the essence of my business. Our relationship is predicated upon integrity, trust, and the maintenance of your confidence. Belpointe shares our values and is equally dedicated to clients and their needs. Belpointe’s resources support Yatra Wealth Design ’s operations and provides regulatory compliance oversight, led by its Chief Compliance Officer, Attorney Kimberley A. Raimondo. Belpointe also provide institutional quality investment management led by its Chief Strategist, David Nelson; access to insurance and estate planning led by Belpointe Insurance President, Robert Raimondo; and enhanced client service to my clients by providing associate wealth managers to support my business. Most significantly, Belpointe provides me a partner with outstanding professional credentials and a breadth of experience supporting Ross Atefi s.
Kim Raimondo, Esq.
Legal & Compliance
Kimberley Raimondo, Esq. is the Chief Compliance Officer of Belpointe Asset Management, LLC. Kimberley is an experienced litigator with a specialization in corporate, transactional and securities law with over 20 years’ experience. Attorney Raimondo is a graduate of Fairfield University, with a B.A. in English and Politics and she holds a Juris Doctorate degree from Pace University School of Law, where she was the recipient of the Richard J. Daronco Award for Excellence in Litigation. Kimberley joined Belpointe in 2011. Prior to joining Belpointe, Kimberley was in private practice for many years before founding her own law firm. Kimberley is dedicated to the empowerment of women and finance and women and business, a strong supporter of the arts and active as a volunteer in her community. Kimberley enjoys spending time with her husband, Robert and their four children at theatre, art museums or painting.
David Nelson serves as Belpointe’s Chief Strategist. David manages a quantitative US equity strategy called Alpha Select and series of investment portfolios that use an advanced form of tactical investment management called Trend Aggregation. David has been in the Financial Services Industry for over 25 years. David founded his own investment firm in October 2000. Prior to forming DC Nelson Asset Management, David was a portfolio manager at Lehman Brothers’ New York City office, where from 1997-2000, he was responsible for managing the assets of high net worth clients and small institutions. Lehman approached David at Morgan Stanley Dean Witter where, from 1995-1997, he played an active role in management at their flagship New York City office. Previously, he was a Financial Consultant for Merrill Lynch. He is a Chartered Financial Analyst (CFA), a designation issued solely by the CFA Institute. He is a frequent commentator and guest on Bloomberg TV, CNBC, Fox Business, TheStreet.com, and Yahoo Finance where he discusses markets, economics and individual securities.
David’s press appearances and investment commentary David’s Yahoo Finance Blog.
David also frequently lectures on the financial markets, including several recent appearances before the American Association of Individual Investors (AAII). David’s investment career follows his well-publicized success in the entertainment industry where he performed with recording artists The Turtles and David Johansen.
Robert (Bob) Raimondo
Bob is a Managing Partner at Belpointe, responsible for Belpointe’s Advanced Planning & Insurance Divisions and is President of Belpointe Insurance, LLC. Bob has been in Finance since 2002. Prior to working in the financial services industry, Bob worked at one of the world’s largest law firms (Skadden Arps; Phillips Nizer) and companies (Philip Morris; Kraft Foods) on large scale litigation and trademark infringement as well as serving as counsel to high net worth individuals on matters related to private investments and estate planning. Bob earned his Juris (JD) Doctorate at Boston College Law School and his undergraduate degree from Fairfield University (BA). Currently, Robert lives in Ahwatukee, a suburb of Phoenix, AZ where he is actively involved in the community as a volunteer for local organizations, including the East Valley Estate Planning Council; the Ahwatukee Chamber of Commerce and as a member of the Board of Directors for Keystone Montessori, which he served as president of from 2012-2017