Senior Portfolio Analyst, Vice President
Frank began his career in the financial services industry in 2016 as an Investment Advisor Representative for Foresters Financial. He then joined Lahoud Wealth Partners as a Registered Client Associate in 2019.
Frank believes clients are like family and should be treated that way. He consistently takes time to listen to clients and colleagues to understand what they need and how he can help. No concern is insignificant and no task is too small. Frank demonstrates exquisite attention to detail and follow thru. He continues to take on increased responsibility in the areas of portfolio structure and analysis, while supporting client onboarding and account operations.
Frank graduated from the State University of New York College at Cortland with a Bachelor of Science degree in Business Economics with a concentration in Finance. He played collegiate football and represented his university at the Federal Reserve College Competition. In order to expand his professional competency, Frank earned the Chartered Retirement Planning CounselorSM (CRPC®) designation. He holds the Series 6, 7, 63, and 65 FINRA registrations.
Frank currently resides in Rockland County, NY. He loves sports and traveling. In his leisure, Frank enjoys spending time with family and friends, working out, and reading.