Joseph Balmain

Joseph Balmain is an Associate at KCM Investment Advisors LLC, a boutique investment management firm based in San Rafael, California. In his current role, he supports client portfolio management, investment research, and analytical functions to help deliver tailored financial strategies and solutions for high-net-worth individuals and institutional clients.

KCM Investment Advisors specializes in portfolio management across multiple asset classes, focusing on both fixed income and domestic and international equities, as well as balanced and custom portfolios for a range of clients including pension and profit-sharing plans, trusts, estates, and foundations. As an Associate, Joseph contributes to research and analysis within these sectors, with an emphasis on portfolio optimization, risk management, and supporting senior portfolio managers in constructing diversified investment solutions.

Prior to joining KCM in June 2022, Joseph worked as a Database Analyst at Tiburon Strategic Advisors, where he honed his data analysis and research skills. He also held roles in client service at Stone Tree Golf & Fitness Club. While formal education details are not publicly available, Joseph brings a strong analytical background and direct industry experience to his position at KCM Investment Advisors, where he continues to focus on high-quality investment research and client-oriented solutions.