John Balsamo

John Balsamo, CFA, currently serves as an Assistant Portfolio Manager at AAM - Insurance Investment Management, where responsibilities include managing client portfolios, preparing reports, analyzing positioning and performance, and monitoring market developments since 2017. Previous experience includes an Associate position at Evanston Capital Management, LLC, a Sales Analyst and Sales Intern role at Aston Asset Management, and a Financial Adviser position at The Heartland Group. John began the professional journey as an Intern at The Pinnacle Planning Group, LLC. Educational qualifications consist of a Bachelor of Arts in Economics from Indiana University Bloomington and a Business Minor from the Indiana University - Kelley School of Business, both obtained from 2008 to 2012.