Frank Balas, CFA®
Vice President, InvestmentsFrank joined the team in 2023 as a Vice President on the Investment Team following the acquisition of GM Advisory Group (GMAG). Based in New York, Frank specializes in researching current and prospective investments, performing macroeconomic analysis, and refining tactical asset allocation strategy.
Prior to his role at Wealthspire, Frank was the Director of Investment Strategy at GMAG, where he played a crucial role in developing the firm’s investment outlook and portfolio strategies.
Previous Experience
- Director of Investment Strategy at GM Advisory Group
- Associate at Morgan Stanley
Education & Credentials
- Chartered Financial Analyst® (CFA®)
- BS, Salisbury University, Finance and Statistics
CFA® AND CHARTERED FINANCIAL ANALYST® ARE REGISTERED TRADEMARKS OWNED BY CFA INSTITUTE.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
