Phone : (631) 218-0077
Email : email@example.com
As Director of Client Services and Financial Planner, Frank is responsible for advising clients on their personal financial matters, and ensures that our firm continues to deliver exceptional advice and services to our clients. His tasks include gathering and analyzing client financial plan data, as well as trading, monitoring, and rebalancing of client portfolios to remain consistent with the investment strategy designed by the Portfolio Manager. In addition, Frank organizes and participates in the Investment Management Committee.
What are you most grateful for?
My mother, father, brother and sister.
What is one thing you would never part with?
I could never part with the Internet.
What book is on your nightstand?
I have a few good reads on my nightstand. The Intelligent Investor by Warren Buffett; Real Money by Jim Cramer; Kiplinger Personal Finance and InvestmentNews.
What’s your favorite quote?
“I will go anywhere as long as it is forward.” –David Livingston
Tell us about the most memorable speech you have listened to or read?
The Lou Gehrig Farewell Speech, July 4, 1939.
Have you met anyone famous?
Yes! Jim Cramer from Mad Money, Marino Rivera and Joe Girardi of the New York Yankees, Nelson Cruz of the Texas Rangers, and Joseph Gannascoli who played Vito on the Sopranos.
If you weren’t in your current profession, what would you choose to do?
I would want to be a professional Baseball player. As a former Division 1 pitcher I truly love all aspects of the game.
What’s one movie you could watch over and over again?
The Shawshank Redemption or Good Will Hunting
What was the last meal that truly impressed you?
My mother’s cooking in general. She’s the best.
Tell us something about you that most people don’t know?
I enjoy boxing and deep sea fishing.