Tom Beilstein
Investment Committee Member at Bill Few Associates, Inc.
Profile
Mr. Thomas R.
Beilstein, CFA, is a Co-Chief Investment Officer & Portfolio Manager at Bill Few Associates, Inc. He joined Bill Few Associates in 1991.
He 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 graduated from the University of Vermont with a bachelor’s degree in mathematics.
He earned his Chartered Financial Analyst (CFA) designation in 2002.
Tom Beilstein active positions
| Companies | Position | Start |
|---|---|---|
Bill Few Associates, Inc.
 Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Committee Member | 31/12/1990 |
Training of Tom Beilstein
| University of Vermont | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
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