Thomas Balis Email & Phone Number

Principal, Chief Investment Officer @ Cornerstone Portfolio Research

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Thomas Balis Location

Philadelphia, PA, US

Thomas Balis Work

2020 - now Principal, Chief Investment Officer @ Cornerstone Portfolio Research
2018 - 2020 Chief Investment Officer @ Hoover Financial Advisors
2016 - 2018 Investment Manager @ Hoover Financial Advisors

2015 - 2016 Investment Analyst @ Hoover Financial Advisors
2013 - 2014 District General Manager @ H&R Block
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2002 - 2012 Executive Director @ JPMorgan Chase & Co.

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Thomas Balis Education

The Ohio State University - The Max M. Fisher College of Business

Thomas Balis Skills

Investment Management
Financial Analysis
Institutional Investments

Quantitative Research
Financial Modeling
Leadership
Management
Retail Banking
Investments
Finance

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Thomas Balis Summary

Thomas Balis, based in Philadelphia, PA, US, is currently a Principal, Chief Investment Officer at Cornerstone Portfolio Research. Thomas Balis brings experience from previous roles at Hoover Financial Advisors and H&R Block. Thomas Balis holds a The Ohio State University - The Max M. Fisher College of Business. With a robust skill set that includes Investment Management, Financial Analysis, Institutional Investments, Quantitative Research, Financial Modeling and more. Thomas Balis has 2 emails and 1 mobile phone numbers on RocketReach.

Thomas Balis Emails

Found 2 emails

Thomas Balis Phone Numbers

Found 4 phone numbers

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Top Cornerstone Portfolio Research Employees

Thomas Balis

Principal, Chief Investment Officer at Cornerstone Portfolio Research

Philadelphia, PA, US
2
- cornerstoneportfolioresearch.com
- gmail.com
4
- +1 610-651-XXXX
- +1 937-415-XXXX
- +1 937-219-XXXX
- +1 267-844-XXXX
Michael Rivers

Portfolio Manager, Outsourced Chief Investment Officer at Cornerstone Portfolio Research

None
1
- cornerstoneportfolioresearch.com
1
- +1 719-761-XXXX
Brad Sorensen

Portfolio Manager at Cornerstone Portfolio Research

Naples, FL, US
4
- cornerstoneportfolioresearch.com
- gmail.com
- zacks.com
- zacksmail.com
2
- +1 303-246-XXXX
- +1 484-631-XXXX
Michael Gawlik

Outsourced CIO at Cornerstone Portfolio Research

Ingleside, IL, US
1
- comcast.net
3
- +1 715-572-XXXX
- +1 719-761-XXXX
- +1 815-741-XXXX

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