Arthur D. Balis, APMA®

Arthur D. Balis, APMA®


Arthur brings 10+ years of financial services experience to the team, including experience with both retail and institutional clients.  He’s done extensive work in economics and credit analysis.

Arthur holds a Bachelor of Science in Economics from The Ohio State University and completed graduate work at Georgetown University’s Institute for Comparative and Political Systems. He also has earned the Accredited Portfolio Management Advisor (APMA) designation from the College for Financial Planning.

Arthur’s background in economics and credit analysis provides keen insight supporting Cornerstone’s fixed-income research.  His analytical skills and attention to detail make him a natural fit to manage investment portfolios for Cornerstone’s clients.

Arthur lives with his wife Juli, and two teenage sons David and Paul in the Houston area.   Arthur volunteers with the Boy Scouts George Strake District as a Unit Commissioner and provides chaplaincy support in local hospitals.