Financial Insights

Department: Portfolio Manager

Adam T. Logan, CFA

Adam joined the firm in 2022 as an equity portfolio manager and has had an extensive career in the financial services industry since 1994. Adam was a senior portfolio manager with BNY Mellon and a member of their multi-factor equity team where he managed all aspects of the team’s institutional equity client portfolios. He was also […]

Tammy M. Vargo

Tammy M. Vargo

Tammy joined the firm in 1997 as a research analyst after earning both bachelor’s and master’s degrees in economics from the University of Pittsburgh with high honors.  Tammy is the portfolio manager of individual bonds at Bill Few Associates, a role that focuses on building high-quality portfolios through comprehensive research.  Tammy resides in the North […]

Thomas R. Beilstein, CFA

Thomas R. Beilstein, CFA

Tom joined Bill Few Associates in 1991 after graduating from the University of Vermont with a bachelor’s degree in mathematics.  He earned his Chartered Financial Analyst® (CFA®) designation in 2002.  Tom heads up mutual fund portfolio management and assists with stock security research.  In addition, Tom serves on the Investment Policy Committee and is responsible […]