About Dan

In 1985, Dan Belforti graduated with honors from the University of Lowell with a Bachelor’s degree in Electrical Engineering. Dan began his career in 1986 with General Electric as a systems engineer for 3 years and then as a financial analyst for 2 years.

In 1991, he returned to graduate school via full academic scholarship at the University of Massachusetts at Amherst where he graduated with honors (3.83 GPA), earning an MBA with a concentration in Finance. In addition, he was the 1993 MBA Class president.

Dan joined Merrill Lynch in 1994 as an Investment Management Consultant. After 2 successful years with Merrill Lynch, Dan moved to Tucker Anthony, an independent regional brokerage firm. Dan’s client and asset base increased dramatically during the next 3 years at Tucker Anthony as his track record of investment performance continued to build. With high client loyalty and retention, Dan decided the time was right to leave Tucker Anthony to start his own investment management firm, Belforti Investments.

Belforti Investments is an independent investment advisory firm owned by Dan Belforti of Portsmouth, NH. Mr. Belforti’s firm provides investment advisory services for individuals (IRAs, IRA Rollovers, Brokerage Accounts).