Frank J. Lavrigata, CFP®
Director of Portfolio Management
Reliability, Excellence, Agility
For over a decade, Frank has faithfully served GM Advisory Group’s clients, starting as a Research Analyst with the Investment Team. Being part of the firm through a full economic cycle and exhilarating growth in practice size, Frank has developed strong roots at GMAG while growing personally with the firm. Now, Frank is the Director of Portolio Management and an integral part of GMAG’s research and portfolio management processes where he assists clients in reaching their goals and objectives.
Frank wears many hats, serving as a Portfolio Manager, Life Insurance Agent, and Private Wealth Advisor, fueled by his background in investment management and financial planning. He is highly focused on relationship-building, whether he is spending time with his family, participating in the investment and gala committees at Cooley’s Anemia Foundation, collaborating within GMAG, or aiming to exceed our clients’ expectations. As such, Frank is a direct point of contact and a key resource for our clients and works internally to improve firm-wide policies and procedures.
Frank works closely with his colleagues so clients receive the most current, well-researched information and the 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 and deliver an excellent experience.
Frank lives on Long Island with his wife and children. He enjoys spending time in the great outdoors, golfing, fishing, and hunting, or with his family.