Gene Balas, CFA, is an experienced investment strategist currently managing discretionary portfolios at Signature Estate & Investment Advisors, LLC since November 2021. With a strong background in portfolio management and investment oversight, Balas previously held significant roles at Goldman Sachs, where responsibilities included overseeing a $28 billion platform and managing customized separate accounts. Additionally, Balas served as Chief Investment Strategist at East End Wealth Management, delivering innovative multi-asset strategies, and has contributed to financial media as an economics analyst and columnist. Balas possesses an MBA in Finance from Columbia Business School and a BBA in Finance from the University of Houston.
Signature Estate & Investment Advisors, LLC
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Signature Estate & Investment Advisors offers investment management and financial planning services tailored to the unique needs of affluent individuals, institutions, and corporations.