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Tom Beilstein
Direttore degli Investimenti presso
Bill Few Associates, Inc.
Profilo
Mr. Thomas R.
Beilstein, CFA, is a Portfolio Manager & Co-Chief Investment Officer at Bill Few Associates, Inc. He joined Bill Few Associates in 1991 and 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 received his undergraduate degree from the University of Vermont with a bachelor’s degree in mathematics.
Posizioni attive di Tom Beilstein
| Società | Posizione | Inizio |
|---|---|---|
Bill Few Associates, Inc.
 Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Direttore degli Investimenti | 01/01/2020 |
Formazione di Tom Beilstein
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
90
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Finance |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
