PITTSBURGH, Pa., (April 24, 2017) — Bill Few Associates, Inc. announces the promotion of Thomas R. Beilstein, CFA, to Co-CIO effective April 17, 2017. Tom has been employed by Bill Few Associates, Inc. since 1991 as a Senior Vice President and Portfolio Manager. Beilstein will share the chief investment officer position with Michael Kauffelt II, President & CEO.
“I am extremely pleased to congratulate Tom in joining me to lead Bill Few Associates in its investment strategies and management.” said Michael Kauffelt. Over the past 26 years, Tom’s investment management expertise in evaluating markets across all asset classes has more than prepared him for this expanded role. We greatly value his experience and leadership contributions toward the success of our company.”
“I am honored to accept the position of Co-CIO,” said Beilstein. “I look forward to continuing to diligently lead the company’s investment strategy and provide our clients with great investment opportunities.”
Beilstein joined Bill Few Associates, Inc. in 1991 after graduating from the University of Vermont with a bachelor’s degree in mathematics. Thomas Beilstein earned the Chartered Financial Analyst® (CFA®) designation in 2002.
Tom is from the North Hills area of Pittsburgh, where he lives with his wife, Anne, and his daughter, Elizabeth.
Bill Few Associates, Inc., founded in 1987, is an independent, fee-based, wealth management firm that provides comprehensive financial planning and investment services for individuals and businesses. Bill Few Associates employs 35 in its North Hills and Mt. Lebanon office locations in Pittsburgh.