Frank Balas, CFA

Vice President, Investments

Frank Balas joined Wealthspire 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

  • BS in Finance and Statistics, Salisbury University
  • CFA® Charterholder

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