About Frank
Frank Mentone works with clients to simplify their financial complexities and invest in and plan for the future. Frank is passionate about leveraging his education and CFA® charter to provide clients with holistic financial services, and he enjoys building relationships and helping clients and their families navigate wealth. He is also approved by the NFL Players Association as an advisor for players.
Beginning as an analyst at Goldman Sachs in 2012, Frank has worked in wealth management and private banking for a decade. Following Goldman Sachs, he spent seven years as an investment specialist at J.P. Morgan in New York City, where he served as a subject matter expert for SMAs, mutual funds, and ETFs that were available on the platform. At J.P. Morgan, he also partnered with advisors across the US to build portfolios and allocate assets for clients.
Outside of work, Frank is a New York Yankees fan who enjoys competing in triathlons, golfing, tennis, cooking, and renovating his home. He also enjoys spending time with his wife and traveling to see his family, including his three nephews and his Brazilian in-laws.
Professional Milestones
-Member of the Miami CFA® Institute
Frank Mentone works with clients to simplify their financial complexities and invest in and plan for the future. Frank is passionate about leveraging his education and CFA® charter to provide clients with holistic financial services, and he enjoys building relationships and helping clients and their families navigate wealth. He is also approved by the NFL Players Association as an advisor for players.
Beginning as an analyst at Goldman Sachs in 2012, Frank has worked in wealth management and private banking for a decade. Following Goldman Sachs, he spent seven years as an investment specialist at J.P. Morgan in New York City, where he served as a subject matter expert for SMAs, mutual funds, and ETFs that were available on the platform. At J.P. Morgan, he also partnered with advisors across the US to build portfolios and allocate assets for clients.
Outside of work, Frank is a New York Yankees fan who enjoys competing in triathlons, golfing, tennis, cooking, and renovating his home. He also enjoys spending time with his wife and traveling to see his family, including his three nephews and his Brazilian in-laws.
Professional Milestones
-Member of the Miami CFA® Institute