Education & Certifications
  • Chartered Financial Analyst (CFA)
  • BS in Finance, The Franklin P. Perdue School of Business, Salisbury University

Frank Balas, CFA

Director of Investment Strategy

As Director of Investment Strategy, Frank 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. Frank also works closely with GMAG’s wealth advisors and client service team to ensure that GMAG’s investment outlook is reflected in clients’ portfolios.

Frank is a CFA Charterholder with a Bachelor of Science in Finance and Statistics, and 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 blends together his affinity for finance, statistics and history in an effort to filter out noise and anticipate performance trends across key asset classes. 

Frank is originally from Westchester, New York and in his free time enjoys reading, cooking and traveling.