In his role as Portfolio Strategist, Frank will be the lead analyst managing the firm’s investment process, responsible for day-to-day management of client portfolios as well as providing analysis on both existing and potential investment options. He has over 16 years of experience in the investment industry, and recently joined us from Fidelity Investments, where he was a Financial Consultant who provided investment planning and guidance to high net worth individuals. Prior to Fidelity, Frank was the Chief Investment Officer for AJ Wealth, a Registered Investment Advisor located in New York City. The firm specialized in providing complex financial planning to senior-level executives of hedge fund and private equity firms in NYC and San Francisco. He developed the firm’s investment platform and was responsible for portfolio management duties of over $300 million in client assets. As CIO, he led the firm’s investment research committee, produced quarterly newsletters on current market/economic events and met regularly with clients to provide portfolio reviews and develop new investment strategies for them.
Frank spent 13 years of his career at The Ayco Company L.P., a subsidiary of Goldman Sachs, where he was a senior member of the firm’s Investment Services Group, located in Latham, NY. He worked closely with representatives and their clients, many of whom were high level corporate executives of Fortune 500 Companies. In this capacity, he was responsible for conveying Ayco/Goldman Sachs’s views on economic and market conditions, as well as developing portfolios based on clients’ long term investment objectives. Prior to that role, he was a senior member of the firm’s due diligence team, and was responsible for research and selection of the investment managers, mutual funds and alternative investments that were recommended to clients. Within this capacity, he also provided investment consulting on retirement plans for the firm’s institutional clients.
Frank earned a B.A. in Economics from Union College in 2000 and is a Certified Financial Planner.