Team Chief Operating Officer, Senior Vice President
Frank is the Team Chief Operating Officer and Senior Vice President for the Lahoud Wealth Partners at Rockefeller Global Family Office, which he joined in June 2021.
Prior to Rockefeller, Frank worked at Merrill Lynch as a Registered Client Associate, where he assisted the team in advising high net-worth individuals and families. He began his career in 2016 as a Financial Representative at Foresters Financial.
As the Team Chief Operating Officer, Frank is dedicated to supporting a seamless and client focused experience. He oversees various areas, including day-to-day operations, trading, and portfolio management to ensure our team effectively meets our clients’ diverse financial needs.
In addition, Frank conducts comprehensive research and provides insights related to portfolio structures, market trends and broad economic outlooks. Frank has established himself as a key contributor on the team and consistently demonstrates exquisite attention to detail.
Frank graduated from the State University of New York College at Cortland with a Bachelor of Science degree in Business Economics and a concentration in Finance. He played collegiate football and represented his college at the Federal Reserve College Competition. Frank holds the series 6, 7, 63 and 65 FINRA registrations and earned the Chartered Retirement Planning Counselor™ designation.
Frank currently resides in Montvale, New Jersey with his wife. Outside of work, he enjoys spending time with family and friends, golfing, and is an avid New York sports fan.
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