As a Managing Principal at Windsor Wealth Management, Frank serves as a senior member of the firm’s Investment Policy Committee. Frank earned a Master’s degree in Business Administration from The Kellogg School of Management at Northwestern University in 2001. Frank is a CFA® charterholder and is a member of the CFA® society of Indianapolis.
Frank’s investment experience began in 1992 working as a financial intern at Merrill Lynch while completing his Bachelor of Science in Economics & Philosophy from Marquette University in 1994. Frank spent a decade of his career working with institutional investors at Goldman Sachs & Co. and Strong Capital Management which was acquired by Wells Fargo Asset Management in 2004. It was here that Frank and Jim Leach began working together managing client portfolios. In 2009, Frank joined JP Morgan and began to apply institutional-level investment management and planning to the unique situation of individuals and non-profits. After leading investment teams at both JP Morgan Private Bank and UBS Financial Services, Frank was convinced he could best serve clients as an independent registered investment advisor. In 2015, Frank merged his practice with Windsor Wealth Management.
Frank co-leads Windsor’s Security Selection Team and is a member of the Investment Policy Committee. 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 currently serves as Trustee for the Aquinas Institute of Theology, a graduate school based in St. Louis, Missouri. He also serves as a Mayoral appointee to the EmployIndy Investment Board and Central Indiana Regional Development Authority. Previously, Frank served as a board member 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. The Indianapolis Business Journal named Frank to the “40 Under 40” class of 2012. In 2014, Marquette University honored Frank with the All-University Spirit of Marquette Award.
Frank and his wife Valerie met at Marquette University and were married in 1995. They live in Indianapolis with five children who currently attend St. Luke Catholic School and Brebeuf Jesuit Preparatory School.