Frank Esposito

Frank Esposito

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Mr. Frank J.
Esposito Jr. is a Managing Partner at Evernest Financial Advisors LLC.
Mr. Esposito began in 1992 working as a financial intern at Merrill Lynch.
He 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.
In 2009, he began to apply institutional-level investment management and planning to the unique situation of individuals and local non-profits.
After leading investment teams at both JP Morgan Private Bank and UBS Financial Services, he was convinced he could best serve clients as an independent registered investment advisor.
In 2015, he merged his practice with Windsor Wealth Management, which led to the creation of EverNest Financial Advisors.
He completed his Bachelor of Science in Economics & Philosophy from Marquette University in 1994.
He earned a Master’s degree in Business Administration from The Kellogg School of Management at Northwestern University in 2001.
He is a CFA charterholder and is a member of the CFA society of Indianapolis.

Posizioni attive di Frank Esposito

Precedenti posizioni note di Frank Esposito

SocietàPosizioneFine
Gestore di Portafoglio-Azioni 30/06/2008
Analyst-Equity 26/01/2005
Corporate Officer/Principal 01/04/2002
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Formazione di Frank Esposito

Northwestern University Masters Business Admin
Marquette University Undergraduate Degree

Esperienze
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Aziende private

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Aziende private3

Finance

Finance

Finance

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