Frank leads the Seventy2 Capital office in Annapolis, MD. He began his career in one of the most tumultuous times in the market and since 2001 has helped clients manage their wealth through good times and bad. He has been successful in building his practice by concentrating on developing long-term relationships with through a commitment to providing first-class solutions and quality client service.
Prior to Seventy2 Capital, Frank spent 9 years at UBS where he led a team delivering customized investment strategies for clients. He joined UBS in 2010 after 7 years at Wachovia Securities and prior tenures at Morgan Stanley and Bank of America Investments.
Frank earned a bachelor’s degree in finance from Loyola College where he played on the men’s Division 1 lacrosse team for all four years. Frank is a native of New York but has called Maryland home for over 20 years. He and his wife reside in Pasadena, MD with their five kids. He is FINRA registered and hold Series 7 and 63 securities registrations as well as life, health and long-term care insurance licenses.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.