Tom Beilstein

Chief Investment Officer at

Bill Few Associates, Inc.

Finance

Consumer Services

Profile

Mr. Thomas R.
Beilstein, CFA, is a Portfolio Manager & Co-Chief Investment Officer at Bill Few Associates, Inc. He joined Bill Few Associates in 1991 and heads up mutual fund portfolio management and assists with stock security research.
In addition, he serves on the Investment Policy Committee and is responsible for the firm’s overall asset allocation policy.
He received his undergraduate degree from the University of Vermont with a bachelor’s degree in mathematics.

Tom Beilstein active positions

Companies	Position	Start
Bill Few Associates, Inc. Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments.	Chief Investment Officer	2019-12-31

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Private companies	2
Bill Few Associates, Inc. Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments.	Finance
University of Vermont University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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