Broker Check
Gene Balerna, Jr., CIMA®

Gene Balerna, Jr., CIMA®

President & CIO

As President, Chief Investment Officer, and Owner of The Bedminster Group, I specialize in portfolio construction, security selection, trading, prospecting, client reviews, and various other aspects of investment management. I am motivated by helping current and prospective clients figure out their financial goals and create a path to achieving them.

I have served in the financial industry for over 33 years. My designations include the CIMA certification administered by the Investments & Wealth Institute (formerly known as the IMCA) and taught in conjunction with the Wharton School at the University of Pennsylvania. I have also been awarded the Applied Behavioral Science Certificate by the Investments & Wealth Institute and completed Chartered Financial Analyst (CFA) Level I administered by the CFA Institute.

Prior to founding The Bedminster Group, I was President and Owner of Alpha Investment Advisors, Inc., a Registered Investment Advisory firm based outside of Boston, Massachusetts for 15 years, where I performed research, due diligence, and portfolio construction for clients to grow, preserve, and enjoy their wealth. I earned my Master of Science in Finance from Bentley University in Waltham, Massachusetts and my Bachelor of Science in Finance from the University of Massachusetts.

I currently live in Bluffton, South Carolina with my wife, Karen. Together, we have three adult children: Scott, Craig, and Courtney. I enjoy keeping up with the latest developments in finance by attending conferences, classes, webinars, and reading financial periodicals and anything else I can get my hands on. In my free time, you can find me golfing, scuba diving, and biking around beautiful Hampton Hall.

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