MEET OUR TEAM

Tom Balis, CFA®, APMA®, CMFC®

Portfolio Analyst

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.

Thomas spent a decade at JPMorgan Chase and is a former member of the RIA Executive Advisory Council for PIMCO. He is also a member of the CFA Institute and CFA Society of Philadelphia. Most recently, Thomas was the Chief Investment Officer at Hoover Financial Advisors.

A CLOSER LOOK AT THOMAS BALIS

With 20+ years of experience in the investment and financial services industry, investment management is truly his passion.

Fun Fact: 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.