Frank is responsible for the day-to-day investment management. He also works closely with families on the development and implementation of philanthropic goals and strategies. Frank is a CERTIFED FINANCIAL PLANNER(TM), a Chartered Retirement Planning Counselor (TM), and has received his Certified Investment Management Analyst(R) and Chartered Advisor in Philanthropy(R) designations.
Frank is involved in a myriad of organizations around Columbia. He serves as a board member for S.C. Fact Forward and is on the Advisory Board for Historic Columbia. He loves sailing, reading, and traveling. He and his wife, Rose, live in Lexington, SC, and have four sons.