Jonathan Bellm

Jonathan Bellm joined DSG Capital Advisors as an Investment Analyst in the summer of 2025.  In this role, Jonathan has primary responsibility for covering companies in the Industrial, Energy, Material and Financial sectors.  He also leads oversight of the Quality Dividend portfolio.

Jonathan uses the skills he acquired in obtaining his CFA designation to analyze companies from a fundamental bottom-up perspective.  He employs a contrarian perspective in seeking opportunities as well as identifying potential risks to client portfolios.  Jonathan also contributes to and helps refine our quantitative screening models by focusing on identifying hidden value.

With a lifelong passion for finance, Jonathan cut his teeth trading through the 2008 financial crises.  He received a B.S. from the University NC Wilmington with a concentration in finance.  

When not in the office, reading, or listening to finance media, Jonathan enjoys being outdoors, spending time with friends and family, and following Boston sports.