
Thomas Beilstein
Co-Chief Investment Officer, Portfolio Manager
Bill Few Associates Inc
United States, Pennsylvania, Pittsburgh
About Me
Tom joined Bill Few Associates in 1991 after graduating from the University of Vermont with a bachelor’s degree in mathematics. He earned his Chartered Financial Analyst® (CFA®) designation in 2002. Tom heads up mutual fund portfolio management and assists with stock security research. In addition, Tom serves on the Investment Policy Committee and is responsible for the firm’s overall asset allocation policy.
Profile Information
Co-Chief Investment Officer, Portfolio Manager
Bill Few Associates Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Pittsburgh
Pennsylvania
United States
May 15, 2024
More profiles to browse
BJ
Brian Jourdan
Senior Vice President and Financial Consultant
DZ
Dan Zippel
Senior Vice President
David Rishel
Financial Advisor
AW
Alison Wertz
Financial Advisor, Executive Vice President
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PG
Patricia Gee
Operations
Manhattan Family Office
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation