Board of Directors
Vice President, Financial Advisor, Senior Portfolio Manager
Frank is an Vice President and Financial Advisor based in Morgan Stanley’s McLean, Virginia office. Frank develops long-term relationships with companies and executives in the Technology and Government Services sectors to help prepare them for liquidity events, strategic exits, and preservation of wealth. Frank develops highly customized solutions for entrepreneurs, venture capitalists, and private equity partners. He also works with hedge fund executives, endowments, and privately controlled corporations.
On an individual level, the client services form a comprehensive wealth planning solution to include asset & risk management; cash management & lending solutions; alternative investments; tax efficient planning strategies; intergenerational wealth transfer solutions; and strategies for concentrated equity holdings. From a corporate perspective, Frank can facilitate introductions to Morgan Stanley’s investment banking team for emerging growth company planning, and will provide stock plan services, corporate retirement plan services, block trading, and lending solutions.
Frank excels at dissecting complex financial challenges through a multi-disciplinary approach, applying Morgan Stanley’s strengths where possible. Using institutional-level research and world-class investment managers, clients receive personalized advice that is client-driven. Frank utilizes an open-architecture of investment advice that is intellectually honest, purposeful, and fee transparent. We leverage our capital markets desks and Global Investment Committee to help clients with advice on large trades, and intricate asset allocation.
Frank serves on the Advisory board for Management at the Pamplin School of Business at Virginia Tech. He has two lovely daughters, and lives with his wife in McLean, Virginia. In addition to his family and his practice, Frank loves long-distance bicycling, and passionately watching Formula1 auto racing.