Frank joined Merrill Lynch Wealth Management in 1981 and in 1985 he was part of the group that started the Merrill Miami International Office. In the mid 90’s Frank became a discretionary Manager for Merrill International. He has received his Certified Portfolio Manager designation from Columbia University and The Academy of Certified Portfolio Managers, ACPM. He also holds the Certified Private Wealth Advisor designation sponsored by the Investments & Wealth Institute™ (The Institute) at the University of Chicago Booth School.
As a Private Wealth Advisor, he deals with the investment side of wealth structuring issues as well as strategies for concentrated stock positions, executive compensation and concentrated business interest risk. He works closely with tax planners, Trust professionals, Trust attorneys, family offices and accountants.
Frank is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of clients working with other Merrill Advisors. Today he manages several strategies suitable to private clients and has been qualified by Merrill to manage Trust assets.
Frank was born in Lima, Peru. He completed his BA in Political Science and Economics at the University of Central Florida. He also participated in the Master’s in Applied Economics Program.
Frank is fluent in Italian, Spanish, French, Portuguese, English, and is conversational in Russian. He has held various board memberships including President for the Italy – America Chamber of Commerce for the Southeast United States. He is currently on the Board of The Club Empresarial of Lima Peru.
Named to Forbes “Best-in-State Wealth Advisors” list in 2019, and 2020* *Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to
http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
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