Career history of Mark Edward Balasa
Former positions of Mark Edward Balasa
Companies | Position | Start | End |
---|---|---|---|
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Chief Executive Officer | 2000-12-31 | 2021-08-05 |
Chief Investment Officer | 2000-12-31 | 2021-08-05 | |
Founder | 2000-12-31 | 2021-08-05 | |
Investment Committee Member | 2000-12-31 | 2021-08-05 | |
Portfolio Manager-Equities | 2000-12-31 | 2021-08-05 | |
Head of Private Banking | 2000-12-31 | 2021-08-05 | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
State Street Global Advisors Inc. (Research)
State Street Global Advisors Inc. (Research) Investment ManagersFinance Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies | Corporate Officer/Principal | - | - |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Corporate Officer/Principal | - | - |
Training of Mark Edward Balasa
Central Michigan University | Undergraduate Degree |
The College of Financial Planning Institutes Corp. | Graduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Finance |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Finance |
State Street Global Advisors Inc. (Research)
State Street Global Advisors Inc. (Research) Investment ManagersFinance Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
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