Frank Palo

Vice President

Fordham University
BA Economics

Frank Palo, Vice President, joined the firm in 1999, bringing 27 years of experience in asset management operations and trading. Frank is responsible for all aspects of portfolio administration, performance measurement and trade execution.  Frank also supports the maintenance and enhancement of the information technology systems in the areas of operations and trading. His background includes positions within the asset management divisions of Morgan Stanley, Lehman Management and Salomon Brothers serving high net worth and institutional clients.