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David DeBellis

David DeBellis

Principal and Portfolio Manager at Trust Co. of Vermont

Saint Albans City, VT , United States

About

David DeBellis serves as Principal and Portfolio Manager at the Trust Company of Vermont, where he is recognized for his leadership within the investment management team and for chairing the Trust Investment Committee. Based in Saint Albans City, Vermont, he manages client portfolios and oversees the firm’s investment strategy, bringing an optimistic, long-term perspective grounded in economic theory.

With over three decades of industry experience, David previously held the position of Investment Officer at Chittenden Bank before joining the Trust Company of Vermont in 2002. His expertise spans equity and fixed-income portfolio management, with a demonstrated commitment to diversified asset allocation and macroeconomic analysis. David is known for his analytical approach to investment, particularly emphasizing supply and demand dynamics and interrelationships within capital markets.

David holds a BA in Economics from Saint Michael's College and is a Chartered Financial Analyst (CFA), underscoring his depth of knowledge in portfolio theory and financial markets. He is actively involved in the Saint Albans community, and his professional contributions include fostering confidence and resilience in client portfolios during periods of market uncertainty.

Career History

OrganizationRoleDate RangeDetails
Trust Company of VermontPrincipal and Portfolio ManagerJan 2002 to Present
Chittenden BankInvestment OfficerSep 1988 to May 2001

Education

Saint Michael's College

BA, Economics

1985 1988

Skills & Expertise

Equity Research
Asset Management
Portfolio Management
Investments
Investment Management
Equities
Financial Analysis
Wealth Management
Valuation
Asset Managment
Finance
Software Development
Strategic Planning
Project Management
Public Speaking

Others at Trust Co. of Vermont (5)

NameRoleLocation
B
Bonnie McLellan
VP and Senior Investment OfficerRutland, VT , United States
C
Chris Cassidy
Investment OfficerBurlington, VT , United States
Paul Copeland
Paul Copeland
Investment OfficerBrattleboro, VT , United States
Christopher Lafayette
Christopher Lafayette
Chief Investment OfficerBurlington, IA , United States
Devon Walsh
Devon Walsh
Portfolio ManagerEssex, VT , United States