Thomas Balis
- Role
- Principal, Chief Investment Officer at Cornerstone Portfolio Research
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Thomas Balis
Thomas Balis is the founder of Cornerstone Portfolio Research. With 20+ years of…
Experience
Principal, Chief Investment Officer
Cornerstone Portfolio Research
Jul 2020 — Present
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.
Education
The Ohio State University Fisher College of Business
Bachelor of Science (B.S.), Business Administration and Management, General
Skills
- Quantitative Research
- Recruiting
- Consumer Lending
- Financial Analysis
- Portfolio Management
- Customer Retention
- Customer Experience
- Retail Banking
- Financial Services
- Cross Selling
- Customer Satisfaction
- Relationship Management
- Leadership
- Mortgage Lending
- Small Business Lending
- Insurance
- Finance
- Credit Analysis
- Sales Management
- Management
- Investments
- Profit
- Institutional Investments
- Coaching
- Banking
- Training
- Crm
- Financial Modeling
- Investment Management
- Call Centers
- Talent Developer
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