Frank joined Clarfeld in 1998. He specializes in working with those families and individuals with sophisticated financial interests. As a wealth strategist to families, he understands the complexities of multigenerational wealth.
Frank works closely with high net worth individuals, including many CEOs and senior corporate executives of multinational companies, Fortune 500 corporations, law firms, privately-held businesses, financial institutions, and both public and private charitable foundations.
He holds the Certified Financial Planner designation (CFP) and is an accredited trainer who teaches accountants and financial services professionals about asset allocation. He has been a national presenter as part of our Asset Allocation and Investment Workshops.
Frank is perpetually upbeat, and will travel near and far to be with his clients. Along with his wife and two children, he lives in Sparta Township, New Jersey. He enjoys skiing and cooking, and recently began investing some time on the green with his golf clubs.