Frank Balas
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Frank Balas Email & Phone Number

Vice President - Investments at Wealthspire Advisors at Wealthspire Advisors
Location: New York City Metropolitan Area, United States, United States 4 work roles 1 school
1 work email found @gmadvisorygroup.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email f****@gmadvisorygroup.com
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Current company
Wealthspire Advisors
Role
Vice President - Investments at Wealthspire Advisors
Location
New York City Metropolitan Area, United States, United States
Company size
112 employees

Who is Frank Balas? Overview

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Quick answer

Frank Balas is listed as Vice President - Investments at Wealthspire Advisors at Wealthspire Advisors, a company with 112 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at gmadvisorygroup.com and a matched LinkedIn profile for Frank Balas.

Frank Balas previously worked as Vice President - Investments at Wealthspire Advisors and Director of Investment Strategy at Gm Advisory Group. Frank Balas holds Bachelor Of Science, Finance W/ A Concentration In Investments, And Statistics from The Franklin P. Perdue School Of Business At Salisbury University.

Company email context

Email format at Wealthspire Advisors

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{first_initial}{last}@gmadvisorygroup.com
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Profile bio

About Frank Balas

CFA Charterholder specializing in Portfolio Management, Macro Research and Manager Due Diligence

Listed skills include Analysis, Financial Modeling, Access, Powerpoint, and 20 others.

Current workplace

Frank Balas's current company

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Wealthspire Advisors
Wealthspire Advisors
Vice President - Investments at Wealthspire Advisors
new york, new york, united states
Website
wealthspire.com
Employees
112
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4 roles

Frank Balas work experience

A career timeline built from the work history available for this profile.

Vice President - Investments

Current
Wealthspire Advisors

New York City Metropolitan Area

Jun 2024 - Present

Director Of Investment Strategy

Gm Advisory Group

Long Island, NY

Jun 2015 - May 2024

Associate - Global Wealth Management Group

Morgan Stanley

New York, NY

Oct 2011 - May 2015
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 112 employees →

JG Joe Garrison, Cfp®, Aif® Joe Garrison, Cfp®, Aif® Colleague at Wealthspire Advisors Columbia, Maryland, United States, United States View → CC Chris Castellano, Cfp®, Cpa Chris Castellano, Cfp®, Cpa Colleague at Wealthspire Advisors Bellmore, New York, United States, United States View → LD Liam Desmond Liam Desmond Colleague at Wealthspire Advisors Potomac, Maryland, United States, United States View → NT Nicholas Troy Nicholas Troy Colleague at Wealthspire Advisors United States, United States View → KC Kelly Crosby Kelly Crosby Colleague at Wealthspire Advisors Potomac, Maryland, United States, United States View → SF Stephanie Forrester, Cfp®, Aif®, Chsnc® Stephanie Forrester, Cfp®, Aif®, Chsnc® Colleague at Wealthspire Advisors Madison, Wisconsin, United States, United States View → MS Martha S. Staniford Martha S. Staniford Colleague at Wealthspire Advisors New York, New York, United States, United States View → AP Amanda Phillips-Desaverio, Cfp® Amanda Phillips-Desaverio, Cfp® Colleague at Wealthspire Advisors Denver Metropolitan Area, United States View → ET Emily Tiernan Emily Tiernan Colleague at Wealthspire Advisors New York, New York, United States, United States View → CS Carter Smith Carter Smith Colleague at Wealthspire Advisors Greater Milwaukee, United States View →
1 education record

Frank Balas education

  • The Franklin P. Perdue School Of Business At Salisbury University
    The Franklin P. Perdue School Of Business At Salisbury University
    Finance W/ A Concentration In Investments, And Statistics
FAQ

Frequently asked questions about Frank Balas

Quick answers generated from the profile data available on this page.

What company does Frank Balas work for?

Frank Balas works for Wealthspire Advisors.

What is Frank Balas's role at Wealthspire Advisors?

Frank Balas is listed as Vice President - Investments at Wealthspire Advisors at Wealthspire Advisors.

What is Frank Balas's email address?

AeroLeads has found 1 work email signal at @gmadvisorygroup.com for Frank Balas at Wealthspire Advisors.

Where is Frank Balas based?

Frank Balas is based in New York City Metropolitan Area, United States, United States while working with Wealthspire Advisors.

What companies has Frank Balas worked for?

Frank Balas has worked for Wealthspire Advisors, Gm Advisory Group, Morgan Stanley, and Merrill Lynch Wealth Management.

Who are Frank Balas's colleagues at Wealthspire Advisors?

Frank Balas's colleagues at Wealthspire Advisors include Joe Garrison, Cfp®, Aif®, Chris Castellano, Cfp®, Cpa, Liam Desmond, Nicholas Troy, and Kelly Crosby.

How can I contact Frank Balas?

You can use AeroLeads to view verified contact signals for Frank Balas at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did Frank Balas attend?

Frank Balas holds Bachelor Of Science, Finance W/ A Concentration In Investments, And Statistics from The Franklin P. Perdue School Of Business At Salisbury University.

What skills is Frank Balas known for?

Frank Balas is listed with skills including Analysis, Financial Modeling, Access, Powerpoint, Valuation, Leadership, Finance, and Investments.

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