AAM is pleased to announce the promotion of John Balsamo to Portfolio Manager. As a Portfolio Manager, John will be responsible for managing portfolios to ensure that they are aligned with the goals and meet the investment objectives of each client. John will also be responsible for all aspects of service and communication to clients.

Prior to joining AAM as an Assistant Portfolio Manager, John worked at Evanston Capital Management and Aston Asset Management. He earned a BA in Economics at Indiana University, and he is a CFA Charter holder.  

“John has been a key contributor at AAM. He has done an excellent job working directly with clients and supporting the Portfolio Management team. We are excited for him to take this next step as he continues to advance his career at AAM,” remarked Chief Executive Officer John Schaefer. 

John Balsamo added that “I’m thrilled to be stepping into this new role and excited to contribute to the continued success of AAM. As a Portfolio Manager, I look to continue my hard work to meet the needs of our clients.” 

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