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Vincent D
ChFC®, Series 63
Rochester, NY
Belpointe Asset Management LLC
Vincent Dallo is a ChFC® credentialed financial advisor with 20 years of industry experience. He is currently with Belpointe Asset Management LLC and has held roles at firms including NYLife Securities, Eagle Strategies, and Bright Futures Wealth Management. Outside of his advisory work, he serves as a trustee for the Chili Public Library. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.
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