Daniel Belica – Principal and Managing Director


Mr. Belica is a Managing Director –  Investment Advisory Services in the Portland office.  He is responsible for developing and maintaining client relationships.  Mr. Belica works directly with individuals, families, institutions and investment advisors.  He has over 40 years’ experience in the financial industry with firms in New York, Chicago and Portland.  Mr. Belica spent 22 years as a member of the Chicago Board of Trade (CBOT).  He is experienced in stocks, bonds, futures, options and commodities.  Dan’s strengths include building strong client relationships based on knowledge and trust, as well as helping clients achieve their financial goals.  Mr. Belica earned his Bachelor of Science degree from Colgate University.



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