Tom Beilstein
Membre du Comité d'Investissement chez Bill Few Associates, Inc.
Profil
Mr. Thomas R.
Beilstein, CFA, is a Co-Chief Investment Officer & Portfolio Manager at Bill Few Associates, Inc. He joined Bill Few Associates in 1991.
He heads up mutual fund portfolio management and assists with stock security research.
In addition, he serves on the Investment Policy Committee and is responsible for the firm’s overall asset allocation policy.
He graduated from the University of Vermont with a bachelor’s degree in mathematics.
He earned his Chartered Financial Analyst (CFA) designation in 2002.
Postes actifs de Tom Beilstein
| Sociétés | Poste | Début |
|---|---|---|
Bill Few Associates, Inc.
 Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Membre du Comité d'Investissement | 01/01/1991 |
Formation de Tom Beilstein
| University of Vermont | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
