CoverProfile

Thomas Balis

Founder & Chief Investment Officer

Cornerstone Portfolio Research

United States, Pennsylvania, Philadelphia

About Me

Thomas L. Balis founded Cornerstone Portfolio Research in 2020. With 20+ years of experience in the investment and financial services industry, investment management is truly his passion. Helping advisors and their clients achieve their goals and dreams is his motivation for getting out of bed every day, and his way of making the world a better place.

Profile Information

Founder & Chief Investment Officer

Cornerstone Portfolio Research

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Philadelphia

Pennsylvania

United States

May 15, 2024

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