Frank Perfetuo, Cfa

Frank Perfetuo, Cfa Email and Phone Number

Managing Partner @ Veritas Boston Wealth Management
Boston, MA, US
Frank Perfetuo, Cfa's Location
Greater Boston, United States
About Frank Perfetuo, Cfa

My group designs and manages financial and investment programs for individuals, families, and small businesses. We establish long-lasting client relationships by maintaining the highest standards of quality, professionalism and integrity. I am responsible for the investment of client assets, portfolio and risk management, and the team's investment strategy.I hold a Chartered Financial Analyst® designation and have 34 years of industry experience. Prior to joining Merrill Lynch I was a portfolio manager and managed over $400 million in assets for a mutual fund company. I have a BA from Framingham State College and a MBA from Suffolk University. I am also a member of the Boston Securities Analyst Society and the CFA Institute.Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.

Frank Perfetuo, Cfa's Current Company Details
Veritas Boston Wealth Management

Veritas Boston Wealth Management

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Managing Partner
Boston, MA, US
Frank Perfetuo, Cfa Work Experience Details
  • Veritas Boston Wealth Management
    Managing Partner
    Veritas Boston Wealth Management
    Boston, Ma, Us
    View
  • Veritas Boston Wealth Management
    Managing Partner
    Veritas Boston Wealth Management Apr 2019 - Present
    Greater Boston Area
    View

Frank Perfetuo, Cfa Education Details

  • Suffolk University
    Suffolk University
    Mba
  • Framingham State College
    Framingham State College
    Bachelor'S Degree

Frequently Asked Questions about Frank Perfetuo, Cfa

What company does Frank Perfetuo, Cfa work for?

Frank Perfetuo, Cfa works for Veritas Boston Wealth Management

What is Frank Perfetuo, Cfa's role at the current company?

Frank Perfetuo, Cfa's current role is Managing Partner.

What schools did Frank Perfetuo, Cfa attend?

Frank Perfetuo, Cfa attended Suffolk University, Framingham State College.

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