Owner, President And Chief Investment Officer
Current
May 2021 - Present
AeroLeads people directory · profile
Gene Balerna, Msf, Cima® Email & Phone Number
President and Chief Investment Officer at The Bedminster Group
at
The Bedminster Group
1 work email found
@alphaadvisors.com
7 phones found area 508, 843, and 866
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Chief Investment Officer at The Bedminster Group
Location
Bluffton, South Carolina, United States
Company size
Who is Gene Balerna, Msf, Cima®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Gene Balerna, Msf, Cima® is listed as President and Chief Investment Officer at The Bedminster Group at The Bedminster Group, a with 4 employees, based in Bluffton, South Carolina, United States. AeroLeads shows a work email signal at alphaadvisors.com, phone signal with area code 508, 843, 866, and a matched LinkedIn profile for Gene Balerna, Msf, Cima®.
Gene Balerna, Msf, Cima® previously worked as Owner, President and Chief Investment Officer at The Bedminster Group and Director of Research at The Bedminster Group. Gene Balerna, Msf, Cima® holds Ms, Finance from Bentley College - Elkin B. Mccallum Graduate School Of Business.
Company email context
Email format at The Bedminster Group
This section adds company-level context without repeating Gene Balerna, Msf, Cima®'s masked contact details.
*@alphaadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Gene Balerna, Msf, Cima®. Compare company email patterns before reaching out.
Profile bio
About Gene Balerna, Msf, Cima®
We provide independent and objective financial planning and investment advice to individuals. Chat with us at https://calendly.com/thebedminstergroup/15-minute-call.Utilizing his comprehensive knowledge of portfolio theory and management, he constructs customized investment solutions, that balances the risk that a client is willing to accept with the return needed to achieve their goals. Specialties: Asset Allocation and Risk management.Completed NASD series 6, 7, 63, 65, CIMA® certified & Passed CFA level I. Has Master of Science Degree in Finance from the McCallum School of Business at Bentley University in Waltham MA and a BSBA in Finance from the University of Massachusetts at Lowell's Manning School of Business.
Listed skills include Asset Allocation, Mutual Funds, Portfolio Management, Equities, and 15 others.
Current workplace
Gene Balerna, Msf, Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
The Bedminster Group
11 roles
Gene Balerna, Msf, Cima® work experience
A career timeline built from the work history available for this profile.
Director Of Research
The Bedminster Group
Jan 2018 - May 2021
Director Of Research And Asset Allocation
Oak Advisors, Llc
Sep 2016 - Aug 2017
Senior Portfolio Administrator
Dec 2014 - Sep 2016
President
Alpha Investment Advisors, Inc
Solutions-oriented financial quarterback implementing a team approach to wealth management that includes collaborating with accountants, attorneys and other professionals to meet the unique needs of our clients. Help clients to navigate the complexities of their financial world by taking the emotion out of decisions and keeping them focused and on target to reach their goals. Create, implement, and continually review strategic allocation plans designed to assist clients in pursuit of… Show more Solutions-oriented financial quarterback implementing a team approach to wealth management that includes collaborating with accountants, attorneys and other professionals to meet the unique needs of our clients. Help clients to navigate the complexities of their financial world by taking the emotion out of decisions and keeping them focused and on target to reach their goals. Create, implement, and continually review strategic allocation plans designed to assist clients in pursuit of their long-term investment goals. Assist clients with the creation, preservation and transfer of wealth. Show less
Mar 2006 - Dec 2014
Securities Analyst/Apm
The Danforth Associates
•Wrote company and sector research reports for buy/sell/hold recommendations. Performed investment analyses and risk grading to rank investment opportunities according to fair value and expected return.•Voting member of the Investment Committee charged with analyzing and recommending equity securities and ETF’s to add or remove from the company recommended list. Reported directly to the company President.
Feb 2005 - Mar 2006
President
Alpha Investment Advisors, Inc
Solutions-oriented financial quarterback implementing a team approach to wealth management that includes collaborating with accountants, attorneys and other professionals to meet the unique needs of our clients. Help clients to navigate the complexities of their financial world by taking the emotion out of decisions and keeping them focused and on target to reach their goals. Create, implement, and continually review strategic allocation plans designed to assist clients in pursuit of… Show more Solutions-oriented financial quarterback implementing a team approach to wealth management that includes collaborating with accountants, attorneys and other professionals to meet the unique needs of our clients. Help clients to navigate the complexities of their financial world by taking the emotion out of decisions and keeping them focused and on target to reach their goals. Create, implement, and continually review strategic allocation plans designed to assist clients in pursuit of their long-term investment goals. Assist clients with the creation, preservation and transfer of wealth. Show less
Oct 1999 - Feb 2005
Financial Advisor
Bank Of America/Quick & Reilly
Aug 1995 - Oct 1999
Securities Trader
Responsible for the trading of entire U.S. representative network. Traded equities, fixed income (taxable and non-taxable), options, mutual funds and other investment products.
Oct 1993 - Jan 1995
Accountant
Sep 1991 - Sep 1993
Mutual Fund Representative
Sep 1990 - Sep 1991
Team & coworkers
Colleagues at The Bedminster Group
Other employees you can reach at thebedminstergroup.com. View company contacts for 4 employees →
TG
Terry Gahagan
Colleague at The Bedminster GroupBluffton, South Carolina, United States
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MJ
Marc Johnston, Cfp®, Chfc®, Caia℠
Colleague at The Bedminster GroupHilton Head Island, South Carolina, United States
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GC
Glenn Clarke
Colleague at The Bedminster GroupDallas, Georgia, United States
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GC
Greg Cherewko
Colleague at The Bedminster GroupBluffton, South Carolina, United States
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Terry Gahagan
Colleague at The Bedminster GroupBluffton, South Carolina, United States
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MJ
Marc Johnston, Cfp®, Chfc®, Caia℠
Colleague at The Bedminster GroupHilton Head Island, South Carolina, United States
View →
GC
Glenn Clarke
Colleague at The Bedminster GroupDallas, Georgia, United States
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GC
Greg Cherewko
Colleague at The Bedminster GroupBluffton, South Carolina, United States
View →
3 education records
Gene Balerna, Msf, Cima® education
Bs, Finance
Education record
Cm
FAQ
Frequently asked questions about Gene Balerna, Msf, Cima®
Quick answers generated from the profile data available on this page.
What company does Gene Balerna, Msf, Cima® work for?
Gene Balerna, Msf, Cima® works for The Bedminster Group.
What is Gene Balerna, Msf, Cima®'s role at The Bedminster Group?
Gene Balerna, Msf, Cima® is listed as President and Chief Investment Officer at The Bedminster Group at The Bedminster Group.
What is Gene Balerna, Msf, Cima®'s email address?
AeroLeads has found 1 work email signal at @alphaadvisors.com for Gene Balerna, Msf, Cima® at The Bedminster Group.
What is Gene Balerna, Msf, Cima®'s phone number?
AeroLeads has found 7 phone signal(s) with area code 508, 843, 866 for Gene Balerna, Msf, Cima® at The Bedminster Group.
Where is Gene Balerna, Msf, Cima® based?
Gene Balerna, Msf, Cima® is based in Bluffton, South Carolina, United States while working with The Bedminster Group.
What companies has Gene Balerna, Msf, Cima® worked for?
Gene Balerna, Msf, Cima® has worked for The Bedminster Group, Oak Advisors, Llc, Dividend Assets Capital, Llc, Alpha Investment Advisors, Inc, and The Danforth Associates.
Who are Gene Balerna, Msf, Cima®'s colleagues at The Bedminster Group?
Gene Balerna, Msf, Cima®'s colleagues at The Bedminster Group include Terry Gahagan, Marc Johnston, Cfp®, Chfc®, Caia℠, Glenn Clarke, and Greg Cherewko.
How can I contact Gene Balerna, Msf, Cima®?
You can use AeroLeads to view verified contact signals for Gene Balerna, Msf, Cima® at The Bedminster Group, including work email, phone, and LinkedIn data when available.
What schools did Gene Balerna, Msf, Cima® attend?
Gene Balerna, Msf, Cima® holds Ms, Finance from Bentley College - Elkin B. Mccallum Graduate School Of Business.
What skills is Gene Balerna, Msf, Cima® known for?
Gene Balerna, Msf, Cima® is listed with skills including Asset Allocation, Mutual Funds, Portfolio Management, Equities, Wealth Management, Risk Management, Finance, and Strategy.
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