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Tom Beilstein
Directeur en chef des Investissements chez
Bill Few Associates, Inc.
Profil
Mr. Thomas R.
Beilstein, CFA, is a Portfolio Manager & Co-Chief Investment Officer at Bill Few Associates, Inc. He joined Bill Few Associates in 1991 and heads up mutual fund portfolio management and assists with stock security research.
In addition, he serves on the Investment Policy Committee and is responsible for the firm’s overall asset allocation policy.
He received his undergraduate degree from the University of Vermont with a bachelor’s degree in mathematics.
Postes actifs de Tom Beilstein
| Sociétés | Poste | Début |
|---|---|---|
Bill Few Associates, Inc.
 Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Directeur en chef des Investissements | 01/01/2020 |
Formation de Tom Beilstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Finance |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
