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Alpha Investment Advisors, Inc.
 
 
Overview: 

Eugene F. Balerna, Jr., MSF, CIMA® Registered Investment Advisor, Founder and President of Alpha Investment Advisors, Inc.

Gene graduated from the University of Massachusetts at Lowell in 1990 receiving a BS in Business Administration & Finance degree. He went on to get his Master of Science in Finance degree from the McCallum Graduate School of Business at Bentley University in 1999.

Gene has over 20 years of experience in the investment industry, holding positions at companies such as Fidelity Investments, Quick & Reilly/Bank of America and The Danforth Associates. He founded Alpha Investment Advisors, Inc. in 1999 as a fee-only investment firm, when he felt there was a need for high-net-worth clients to get a more objective and personalized investment experience.

As a fee-only registered investment advisor, Gene is held to a fiduciary standard so you can be assured that your interests come first. Gene takes pride in looking at each client’s financial needs and devising a plan that is specific to meeting those needs. He uses his years of experience along with state of the art research and analysis tools to construct your portfolio in a manner consistent with your stated goals.

Gene holds the prestigious Certified Investment Management Analyst SM (CIMA®) designation, administered by Investment Management Consultants Association SM and taught in conjunction with The Wharton School, University of Pennsylvania. He is a proud member of the CFA Institute, the Boston Security Analysts Society, Investment Management Consultants AssociationSM, the Boston Estate Planning Council and the Bentley Executive Club.

Throughout his career, he has held treasurer and board posts, and is currently President of Alpha Investment Advisors, Inc. He is a Massachusetts native and currently resides in Walpole Massachusetts with his wife Karen and their three children.


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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