Frank Perfetuo, Cfa Email and Phone Number
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 Education Details
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Suffolk UniversityMba -
Framingham State CollegeBachelor'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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