Frank Balas, CFA

Manager of Research and Investment Strategy

fbalas@gmadvisorygroup.com | 631.227.3900

 

Frank joined GMAG in 2015.

 

As Manager of Research and Investment Strategy, Frank is responsible for constructing and maintaining GMAG’s investment outlook, portfolio strategy and performing continuous due diligence on existing and prospective investments. Frank works closely with portfolio managers and research analysts as well as the client service team and wealth advisors.

 

Frank is a CFA® charterholder. He has also earned a B.S. in Finance and Statistics from the Franklin P. Perdue School of Business at Salisbury University. Prior to joining GMAG, Frank was an Associate within the Global Wealth Management Group at Morgan Stanley.

 

Frank is originally from Westchester, New York but currently resides in Astoria. He enjoys cooking, hockey and football as well as participating in volunteer efforts throughout the NYC area.