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Other Posts by Gene D. Balas
About the Author
Gene Balas, CFA, is a Portfolio Manager at United Capital Financial Advisers, LLC, where he manages a suite of fixed income and multi-sector equity strategies on United Capital's $15 billion platform. He previously was a columnist for The Street's Real Money site, covering economics, in addition to his role as Chief Investment Strategist at an RIA. Previously, as Director of Investments at Genworth Financial Wealth Management, Gene helped manage $9 billion in assets as a strategist and portfolio manager. Prior to Genworth, Gene was Director, Investment Management & Guidance at Merrill Lynch & Co. At Merrill Lynch, Gene led a six-member quantitative analysis team and served as the asset allocation strategist for the firm's Institutional Consulting Group, which oversees $350 billion in assets. He began his career in 1989 at Oppenheimer & Co. as a research analyst, helping manage fixed income portfolios.
He has an MBA in Finance from Columbia University and a BBA in Finance from the University of Houston, where he attended on a full National Merit Scholarship. Gene is a Chartered Financial Analyst. He is a member of the CFA Society of Dallas/Fort Worth.