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Frank joined GMAG in 2008 as a Research Analyst and spent several years working solely with the Investment Team.
While serving as an integral part of GMAG’s research and portfolio management processes, Frank also developed his financial planning background through the Certified Financial Planner Board of Standards program.
Frank became a CERTIFIED FINANCIAL PLANNER ™ practitioner in 2014 and now works as a Portfolio Manager, Life Insurance Agent and Private Wealth Advisor, bringing both an investment management and financial planning background to these roles. He is a direct point of contact and a key resource for our clients, addressing a variety of their needs. He also collaborates with team members on financial planning strategies and investment strategies as he works to improve firm wide policies and procedures.
As a long standing team member at GMAG, Frank has developed a keen understanding of the level of service and dedication that is expected to be delivered to each client. Being part of the firm through a full economic cycle and exhilarating growth in size, Frank has developed strong roots at GMAG while growing personally with the firm.
Frank has always been an excellent team player and works closely with his colleagues so that clients receive the most current, well researched information and highest level of attention the firm can provide. This is an important part of our team’s culture and ability to be innovative as we work to meet client needs. Our Client Service Team as a whole continuously strives to improve the firm’s processes, deliver an excellent client experience and strengthen client relationships.
Frank received a B.S. in Finance from St. John’s University. He lives on Long Island with his wife, Alysia and has a daughter named Savannah. He enjoys spending time with his family and in nature doing activities such as golfing, fishing, and hunting.