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Frank Balas

Frank Balas

Intern

Followers of Frank Balas588 followers
location of Frank BalasNew York City Metropolitan Area

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  • Timeline

  • About me

    Vice President - Investments at Wealthspire Advisors

  • Education

    • The Franklin P. Perdue School of Business at Salisbury University

      2007 - 2010
      Bachelor of Science Finance w/ a Concentration in Investments, and Statistics

      Activities and Societies: Lead Equity Analyst for the Salisbury University Student Investment Fund

  • Experience

    • Merrill Lynch Wealth Management

      Feb 2010 - May 2010
      Intern

    • Morgan Stanley

      Oct 2011 - May 2015
      Associate - Global Wealth Management Group

    • GM Advisory Group

      Jun 2015 - May 2024
      Director of Investment Strategy

    • Wealthspire Advisors

      Jun 2024 - now
      Vice President - Investments

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute

  • Volunteer Experience

    • Volunteer

      Issued by New York Cares on Dec 2014
      New York CaresAssociated with Frank Balas

    • Member of the Young Professionals Committee

      Issued by Big Brothers Big Sisters of NYC on Apr 2015
      Big Brothers Big Sisters of NYCAssociated with Frank Balas