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Donald B

Series 63, Series 65

San Francisco, CA

Velmark Capital Management LLC

Donald Bussmann is the founder and Chief Investment Officer of Velmark Capital Management LLC. He holds the Series 63 and Series 65 designations and has over 10 years of experience managing the firm, including proprietary trading and investment research. Based in San Francisco, he focuses on customized, active investment management and financial advisory services. Velmark Capital Management is a boutique firm providing bespoke discretionary separately managed accounts to individuals, families, and institutions. The firm combines portfolio management with financial planning and market advice, and it is registered as a Commodity Trading Advisor, enabling the use of futures, commodity, and FX strategies for qualified clients.

Concentrated stock management Equity compensation tax strategy Tax-loss harvesting Retirement income strategy Active portfolio management
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