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 4 work roles 1 school
1 work email found @gmadvisorygroup.com LinkedIn matched
✓ Verified July 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
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 with 112 employees, based in New York City Metropolitan Area, 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 →

MS Marnie Steigman Marnie Steigman Colleague at Wealthspire AdvisorsBoca Raton, Florida, United States View → CH Connor Holly Connor Holly Colleague at Wealthspire AdvisorsGreater Philadelphia, United States View → SB Steve Branton, Msfp, Cfp®, Cpcc Steve Branton, Msfp, Cfp®, Cpcc Colleague at Wealthspire AdvisorsSan Francisco, California, United States View → MP Michael Price, Cfa Michael Price, Cfa Colleague at Wealthspire AdvisorsNew York, United States View → MA Marc Austin, Cpa, Cfp Marc Austin, Cpa, Cfp Colleague at Wealthspire AdvisorsWest Hartford, Connecticut, United States View → RJ Rudolph J. Cervetto Iii Rudolph J. Cervetto Iii Colleague at Wealthspire AdvisorsSan Francisco Bay Area, United States View → SW Spencer Weiss Spencer Weiss Colleague at Wealthspire AdvisorsNew York City Metropolitan Area, United States View → MO Madison O'Reilly Madison O'Reilly Colleague at Wealthspire AdvisorsSmithtown, New York, United States View → BM Bobby Moyer, Cfa, Cfp®, Caia Bobby Moyer, Cfa, Cfp®, Caia Colleague at Wealthspire AdvisorsRichmond, Virginia, United States View → MK Madison Khazzam, Cpa Madison Khazzam, Cpa Colleague at Wealthspire AdvisorsPlainview, New York, 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 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 Marnie Steigman, Connor Holly, Steve Branton, Msfp, Cfp®, Cpcc, Michael Price, Cfa, and Marc Austin, Cpa, Cfp.

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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