Frank joined the Baird Cleveland office in 2021. Prior coming to that, Frank spent the past nine years at UBS as a Senior Wealth Strategy Associate. He is a graduate of Ohio State University with a degree in Finance. In early 2015, Frank achieved the title of CERTIFIED FINANCIAL PLANNERTM professional.
With access to the extensive global resources at Baird, Frank advises his clients on asset allocation and investment selection as it pertains to their financial goals. He focuses on managing generational wealth, providing solutions and unique opportunities to the challenging problems and concerns of the team’s clients. He is committed to a high level of service and the success of his clients is his top priority.
Frank resides in Mayfield Heights with his wife, Danielle and their sons, Jack and Henry. When he is not working, he enjoys spending time outdoors and with his family.