David Cleary

Current Employers

Employment History

• 03/2020 → Present
  Timber Point Capital Management
  Briarcliff Manor, NY
• 09/2017 → 03/2020
  Crow Point Partners
  Hingham, MA
• 01/2024 → Present
  Fortis Capital Advisors, Llc
  Reno, NV
• 02/2022 → 02/2024
  Ipi Wealth Management, Inc.
  Briarcliff Manor, NY
• 04/2004 → 09/2017
  Lazard Asset Management Securities Llc
  New York, NY
• 03/1994 → 09/2017
  #Ia Lazard Asset Management
  New York, NY

Previous Registrations

• 2022-02-03 → 2024-02-01
  Ipi Wealth Management, Inc.
  Briarcliff Manor, NY
  Decatur, IL

Other Businesses

1) Timber Pointe Capital Management, investment related, 555 Pleasantville Road, Suite N202, Briarcliff Manor, NY 10510, DBA name for retail investment services provided under Fortis Capital Advisors in addition to it being a registered investment advisory firm that advises public registered investment companies and provides institutional investment advisory services, president and CCO. 2) Beechmont Holding Corp, non-investment related, holding company for proceeds from other business ventures, president, 0 hours per month. 3) Timber Point Capital Management Alternatives LLC, investment related, 4 Westchester Park Drive, Suite 100 White Plains, NY 10604-3431, Alternative Investment Consulting, President, Start Date 10/2025, 40 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-10
• S63 Uniform Securities Agent State Law Examination
  1994-06-13

Designations

Other Names

• David Robert Cleary