Profilo
Mr. David W.
Frank is a Managing Director at CastleOak Securities LP.
Prior to joining CastleOak Securities in March 2012, he was employed at Jackson Securities, LLC in the position of Managing Director.
Previously, he managed the fixed income-trading desk at Greenwich Partners.
In addition, he was a partner at Belle Haven Investments and a Vice President and head trader in the Municipal Trading Department at Chemical Bank.
Mr. Frank earned a BS in Finance from the Miami University and a MBA from Northwestern’s JL Kellogg School of Management.
He is a NASD registered Municipal Securities Principal (Series 53), General Securities Principal (Series 24) and General Securities Representative (Series 7 and 63).
Precedenti posizioni note di David W. Frank
Società | Posizione | Fine |
---|---|---|
Jackson Securities LLC
Jackson Securities LLC Investment Banks/BrokersFinance Jackson Securities LLC is a full-service investment bank and broker/dealer headquartered in Atlanta, Georgia. The firm was founded by Maynard H. Jackson in 1987 and they are a subsidiary of Atlanta Life Financial Group. In 2005, Jackson Securities merged with Chicago-based Berean Capital, Inc. The firm provides investment banking and brokerage services to institutional and retail clients. Their services include public finance, tax-exempt underwriting sales and trading, corporate syndication and wealth management. | Corporate Officer/Principal | 28/02/2012 |
Chemical Bank (Detroit, Michigan)
Chemical Bank (Detroit, Michigan) Regional BanksFinance Chemical Bank provides financial services. The company is headquartered in Midland, MI. | Corporate Officer/Principal | - |
Belle Haven Investments LP
Belle Haven Investments LP Investment ManagersFinance Belle Haven Investments LP (Belle Haven) is an independent, SEC-registered investment advisor headquartered in Rye Brook, New York. Founded in 1991, the firm provides investment management services to individuals, high net-worth individuals and families, pension and profit-sharing plans, registered investment companies, registered investment advisors, charitable organizations, business organizations, religious organizations, hospitals, insurance companies, educational institutions and pooled investment fund. Belle Haven also provides investment management services as a portfolio manager to various wrap fee programs. | Corporate Officer/Principal | - |
Greenwich Partners LLC
Greenwich Partners LLC Investment Banks/BrokersFinance Part of Tecomet, Inc., Greenwich Partners LLC is a company that provides financial and brokerage services. The company is based in Greenwich, CT. Greenwich Partners was acquired by Ultrexx, Inc. on February 20, 2001. | Corporate Officer/Principal | - |
CastleOak Securities LP
CastleOak Securities LP Investment Banks/BrokersFinance Founded in 2006, CastleOak Securities LP is a minority-owned broker/dealer located in New York City with additional offices in Atlanta and Chicago. CastleOak engages in sales and trading, capital markets and financial advisory services. The firm offers expertise in primary and secondary market transactions and is structured to handle mergers, acquisitions, divestitures, valuations and general strategic assessments. Their clients range from Fortune 500 to middle-market corporations, institutional investors and financial sponsors. CastleOak is in partnership with Cantor Fitzgerald. They do not provide any internal research. | Corporate Officer/Principal | - |
Formazione di David W. Frank
Northwestern University | Masters Business Admin |
University of Miami | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
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Belle Haven Investments LP
Belle Haven Investments LP Investment ManagersFinance Belle Haven Investments LP (Belle Haven) is an independent, SEC-registered investment advisor headquartered in Rye Brook, New York. Founded in 1991, the firm provides investment management services to individuals, high net-worth individuals and families, pension and profit-sharing plans, registered investment companies, registered investment advisors, charitable organizations, business organizations, religious organizations, hospitals, insurance companies, educational institutions and pooled investment fund. Belle Haven also provides investment management services as a portfolio manager to various wrap fee programs. | Finance |
Jackson Securities LLC
Jackson Securities LLC Investment Banks/BrokersFinance Jackson Securities LLC is a full-service investment bank and broker/dealer headquartered in Atlanta, Georgia. The firm was founded by Maynard H. Jackson in 1987 and they are a subsidiary of Atlanta Life Financial Group. In 2005, Jackson Securities merged with Chicago-based Berean Capital, Inc. The firm provides investment banking and brokerage services to institutional and retail clients. Their services include public finance, tax-exempt underwriting sales and trading, corporate syndication and wealth management. | Finance |
Greenwich Partners LLC
Greenwich Partners LLC Investment Banks/BrokersFinance Part of Tecomet, Inc., Greenwich Partners LLC is a company that provides financial and brokerage services. The company is based in Greenwich, CT. Greenwich Partners was acquired by Ultrexx, Inc. on February 20, 2001. | Finance |
CastleOak Securities LP
CastleOak Securities LP Investment Banks/BrokersFinance Founded in 2006, CastleOak Securities LP is a minority-owned broker/dealer located in New York City with additional offices in Atlanta and Chicago. CastleOak engages in sales and trading, capital markets and financial advisory services. The firm offers expertise in primary and secondary market transactions and is structured to handle mergers, acquisitions, divestitures, valuations and general strategic assessments. Their clients range from Fortune 500 to middle-market corporations, institutional investors and financial sponsors. CastleOak is in partnership with Cantor Fitzgerald. They do not provide any internal research. | Finance |
Chemical Bank (Detroit, Michigan)
Chemical Bank (Detroit, Michigan) Regional BanksFinance Chemical Bank provides financial services. The company is headquartered in Midland, MI. | Finance |
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