Tom Beilstein
Investment Committee Member presso Bill Few Associates, Inc.
Profilo
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.
Posizioni attive di Tom Beilstein
| Società | Posizione | Inizio |
|---|---|---|
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. | Investment Committee Member | 01/01/1991 |
Formazione di Tom Beilstein
| University of Vermont | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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