Profil
Mr. Frank Balas, CFA, is a Director of Investment Strategy at GM Advisory Group, Inc. He is a key contributor to the formulation of and is responsible for maintaining GMAG’s investment outlook and portfolio strategy along with performing due diligence on existing and prospective investments.
He also works closely with GMAG’s wealth advisors and client service team to ensure that GMAG’s investment outlook is reflected in clients’ portfolios.
He has over nine years of industry experience.
He joined GMAG in 2015 after spending five years at Morgan Stanley, where he most recently was an associate in the bank’s Global Wealth Management Group.
He received his undergraduate degree from Salisbury State University.
Aktive Positionen von Frank Balas
| Unternehmen | Position | Beginn |
|---|---|---|
GM Advisory Group, Inc.
 GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | Analyst-Equity | 01.01.2015 |
Ausbildung von Frank Balas
| Salisbury State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | Finance |
