About
Frank
Frank concentrates on providing investment management services for business owners, executives, investment professionals, non-profits, and individuals undergoing financial transition after the loss of a loved one.
Frank’s investment experience began as a financial intern while completing his bachelor’s degree. Frank spent a decade of his career working with institutional investors at Goldman Sachs & Co. and Wells Fargo Asset Management. In addition, Frank served as a mayoral appointee to the EmployIndy Investment Board and as a Trustee for the Aquinas Institute of Theology, a graduate school based in St. Louis. He also served on the Mission Advisory Board for The Sisters of Providence of Saint Mary-of-the-Woods, Indiana, for St. Vincent New Hope, Easter Seals Crossroads, and the Indiana Repertory Theater. He was a past board member for The Legacy Fund Community Foundation (affiliated with the Central Indiana Community Foundation) and served as Vice Chair and Work Study Board Chair for Providence Cristo Rey High School.
Frank currently serves on the Providence Cristo Rey Building Corporation Board, as Board Treasurer for Brebeuf Braves Hockey, and is the Troop Committee Chairman for BSA Troop 174 at Immaculate Heart of Mary. He and his wife Valerie met at Marquette University and were married in 1995. They live in Carmel and have five children who attend (or attended) Purdue University, Indiana University, and Brebeuf Jesuit Preparatory High School.
Education and Professional Milestones
- Northwestern University Kellogg School of Management – master’s degree in business administration
-Member of the CFA® Society of Indianapolis
Frank concentrates on providing investment management services for business owners, executives, investment professionals, non-profits, and individuals undergoing financial transition after the loss of a loved one.
Frank’s investment experience began as a financial intern while completing his bachelor’s degree. Frank spent a decade of his career working with institutional investors at Goldman Sachs & Co. and Wells Fargo Asset Management. In addition, Frank served as a mayoral appointee to the EmployIndy Investment Board and as a Trustee for the Aquinas Institute of Theology, a graduate school based in St. Louis. He also served on the Mission Advisory Board for The Sisters of Providence of Saint Mary-of-the-Woods, Indiana, for St. Vincent New Hope, Easter Seals Crossroads, and the Indiana Repertory Theater. He was a past board member for The Legacy Fund Community Foundation (affiliated with the Central Indiana Community Foundation) and served as Vice Chair and Work Study Board Chair for Providence Cristo Rey High School.
Frank currently serves on the Providence Cristo Rey Building Corporation Board, as Board Treasurer for Brebeuf Braves Hockey, and is the Troop Committee Chairman for BSA Troop 174 at Immaculate Heart of Mary. He and his wife Valerie met at Marquette University and were married in 1995. They live in Carmel and have five children who attend (or attended) Purdue University, Indiana University, and Brebeuf Jesuit Preparatory High School.
Education and Professional Milestones
- Northwestern University Kellogg School of Management – master’s degree in business administration
-Member of the CFA® Society of Indianapolis