CAPTRUST
Frank is a senior director in wealth management and works out of the Raleigh, NC office.
Frank joined CAPTRUST from BNY Mellon’s Pershing Advisor Solutions in 2019. He serves as a senior director of wealth management, working closely with the firm’s financial advisors. In the nearly three decades Frank has been a financial industry professional, he has gained substantial experience in wealth management and financial planning services for individuals, families, and executives.
Prior to joining CAPTRUST, Frank served as director and Eastern head of relationship management at BNY Mellon’s Pershing Advisor Solutions. He studied economics at the State University of New York at Buffalo and has been in the industry since 1991.
This person is not in any teams
This person is not in any offices
CAPTRUST
5 followers
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.