Director of Operations & Product Specialist, Investors Choice OZ Fund
Director of Operations & Inside Sales, USG Realty Capital
Mr. Belfiore serves as Director of Inside Sales & Product Specialist for Investor’s Choice OZ Fund I. Bringing almost 30 years of Capital Markets experience working with the community.
After many years of being a Certified Athletic Trainers at the UW, Mr. Belfiore switched careers, moved to the Bay Area and started in the finance business of Equity Sales and Trading at Montgomery Securities. After almost seven years, he left to open a West Coast office for BB&T Capital Markets. Thirteen years later, the company closed the equity business and Mr. Belfiore spent the next two plus years at Merrill Lynch and Stifel Financial, learning the Private Wealth business from an advisor standpoint as well as operations at this level.
Mr. Belfiore earned his Bachelor of Arts Degree in Sports Medicine at the University of Washington (1988) and his master’s degree in Exercise & Sports Science/Sports Administration at the University of Washington (1990). 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 an active board member at De La Salle High School Alumni Association and the Pleasant Hill Baseball Association (PHBA).
Additionally, Mr. Belfiore serves as Director, Operations & Inside Sales for USG Realty Capital.