Frank joined RCG in March 2014 and currently serves as the co-chief investment officer and as a wealth advisor. He prepares, implements, and monitors financial plans. He also manages and rebalances client portfolios. Frank is a Certified Financial Planner™ professional, Accredited Investment Fiduciary® (AIF®), and a Chartered Financial Analyst® (CFA®) charterholder. He is also a board member for the Orlando City Foundation and President of the CFA Society Orlando. Frank also serves as co-host for the Investors First Podcast, a service of CFA Society Orlando.
Originally from the greater Miami area, Frank moved to Orlando in 2007 where he completed his bachelor’s degree in finance from the University of Central Florida. While earning his degree, he studied abroad at the Universidad de Granada in Spain.
In his spare time, Frank enjoys traveling and spending time outdoors, and is an avid supporter of Orlando City Soccer Club.