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Thomas Balis, Cfa is listed as Chief Investment Officer at Cornerstone Portfolio Research at Cornerstone Portfolio Research, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at chase.com and a matched LinkedIn profile for Thomas Balis, Cfa.
Thomas Balis, Cfa previously worked as Principal, Chief Investment Officer at Cornerstone Portfolio Research and Chief Investment Officer at Hoover Financial Advisors. Thomas Balis, Cfa holds Bachelor Of Science (B.S.), Business Administration And Management, General from The Ohio State University Fisher College Of Business.
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Thomas Balis is the founder of Cornerstone Portfolio Research. 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. Thomas holds a Bachelor of Science in Business from Ohio State and has since earned the Chartered Financial Analyst® (CFA®) designation as well as the Accredited Portfolio Management Advisor (APMA®) and Chartered Mutual Fund Counselor (CMFC®) certifications.
Listed skills include Leadership, Customer Experience, Banking, Insurance, and 31 others.
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Chester Springs, Pennsylvania, Us
Outsourced Chief Investment Officer (OCIO) Services. Provide ongoing portfolio management and investment consulting services for due diligence, research, analysis, and thought leadership, allowing financial advisors and professionals to focus on client relationships, financial planning, and business development.
Malvern, Pa, Us
Plan and direct all aspects of the firm’s investment programs. Conduct macro strategy research, directing portfolio strategy across all firm relationships. Oversee the asset allocation, research, evaluation, and selection of investment vehicles. Direct portfolio implementation and trading. Ensure investment selections align with the firm’s goals and risk management principles.Consistently communicate regarding markets and investment portfolios, internally and externally, via meetings, email, blog, website, social media, and client events.Partner with advisor team on business development, constructing and delivering customized wealth management solutions that meet clients’ specific needs. Assist in client meetings with closing business.Proficient in FactSet, Morningstar Direct, Tamarac, Excel, and Junxure.
Kansas City, Mo, Us
Selected to lead a geographic District of 21 Retail Tax Offices, consisting of 18 direct reports and over 200 employees.Manage Office Leaders and hold them accountable for coaching, development, and performance management of office associates.Drive client satisfaction and retention; accelerating business growth through business plan implementation and marketing.Manage labor to ensure maximum productivity and profitability.Exceeded TS14 Tax Plus Revenue Target. Grew earnings by 13%. Significantly improved overall cross sell ratios of all Tax Plus products. Achieved top quartile ranking with 76% NPS scores (client satisfaction).
New York, Ny, Us
Selected to spearhead branch expansion on Florida's Gulf Coast, opening 19 new branches.Recruited, trained, and developed leadership team and investment representatives to deliver on organizational objectives for customer experience, acquiring and deepening customer relationships, and profitability growth.Provided leadership and coaching on sales performance and improvement in various district geographies.
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Thomas Balis, Cfa works for Cornerstone Portfolio Research.
Thomas Balis, Cfa is listed as Chief Investment Officer at Cornerstone Portfolio Research at Cornerstone Portfolio Research.
AeroLeads has found 2 work email signals at @chase.com for Thomas Balis, Cfa at Cornerstone Portfolio Research.
Thomas Balis, Cfa is based in Greater Philadelphia, United States while working with Cornerstone Portfolio Research.
Thomas Balis, Cfa has worked for Cornerstone Portfolio Research, Hoover Financial Advisors, H&R Block, and Jpmorgan Chase.
You can use AeroLeads to view verified contact signals for Thomas Balis, Cfa at Cornerstone Portfolio Research, including work email, phone, and LinkedIn data when available.
Thomas Balis, Cfa holds Bachelor Of Science (B.S.), Business Administration And Management, General from The Ohio State University Fisher College Of Business.
Thomas Balis, Cfa is listed with skills including Leadership, Customer Experience, Banking, Insurance, Profit, Sales, Loan Origination, and Customer Retention.
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