Thomas R. Beilstein, CFA

Thomas R. Beilstein, CFA
Portfolio Manager
Co-Chief Investment Officer
Portfolio Manager
  • Tom Beilstein is a CFA® charterholder.
  • Member, Bill Few Associates Investment Policy Committee
This organization succeeds by doing what is right for clients. We apply our best knowledge and experience to research and policy matters, which enables us to guide clients toward the best opportunities for their investments.

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 for the firm’s overall asset allocation policy.

Tom grew up in the North Hills of Pittsburgh and lives there with his wife, Anne, and his daughter, Elizabeth.  He enjoys golfing, bowling, and darts and is an avid supporter of all local sports teams.

Contact Thomas

North Hills Address
107 Mt. Nebo Pointe
Suite 200
Pittsburgh, PA 15237
South Hills Address
740 Washington Road
Mt. Lebanon, PA 15228

For a no-obligation consultation

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