Frank Dohn, Cfa

Frank Dohn, Cfa Email and Phone Number

Associate Director, Allegro Jet Management Capital, LLC @
Frank Dohn, Cfa's Location
Santa Ana, California, United States, United States
Frank Dohn, Cfa's Contact Details

Frank Dohn, Cfa work email

Frank Dohn, Cfa personal email

n/a
About Frank Dohn, Cfa

Senior Officer with expertise managing high net worth private and institutional wealth. Strong focus on asset allocation to develop investment portfolios reflecting current economic and market strategies using an open architecture process. Recognized for success in developing new business and relationship management. Strong ability to contribute to any investment policy discussions. Investment focus includes:• Setting asset Allocation Strategy • Strategic Implementation• Investment Reviews • New Business Development• Investment Policy Committee Participant • Relationship Management

Frank Dohn, Cfa's Current Company Details
Allegro Jet Capital Management, LLC

Allegro Jet Capital Management, Llc

Associate Director, Allegro Jet Management Capital, LLC
Frank Dohn, Cfa Work Experience Details
  • Allegro Jet Capital Management, Llc
    Associate Director
    Allegro Jet Capital Management, Llc May 2015 - Present
    Santa Ana, Ca
    Working with the financial community, family offices, and wealthy individuals to finance corporate jet aircraft for charter and ownership purposes.
  • East West Bank
    First Vice President
    East West Bank Mar 2013 - Dec 2014
    Develop Advisory investment solutions by providing process and products for HNW clients.
  • Wilmington Trust Company
    Managing Director / Senior Investment Officer
    Wilmington Trust Company 2001 - 2012
    Managed over $450 million in private client investment portfolios for the Western region. Hired and managed three CFA investment advisors for the region. Actively participated in all new business efforts by working closely with the new business development officer as well as outside attorneys and COI's.Identified and monitored suitable outside investment managers for largest relationships.Participated in the new business success of one $100+ million relationship, and with another set of family accounts totaling over $200 million.Remained focused on the $3 - $7 mil target market at Wilmington Trust.Spoke domestically and internationally on asset allocation topics to CFAI societies.Member of the Investment Policy Committee from 2003 through 2006.
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  • Deutsche Bank
    Director & Senior Investment Officer
    Deutsche Bank 1994 - 2001
    Director, Board of Directors for BT California, Inc.Managed senior investment portfolios for the Western Region. Focused on large private clients and foundations with minimum $2 million in size. Oversaw and managed 120 relationships with $350 million total asset base. Actively marketed with Relationship Managers. Rewarded regularly for reflecting good investment performance and new business success.
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  • Bank Of America
    Vice President, Senior Portfolio Manager
    Bank Of America 1990 - 1994
    Managed senior "flagship" trust relationships for high net-worth individuals and charitable foundations, including a California Forbes 400 family. Recognized for sales success consistently being in the upper tier with bonuses reflected on an annual basis.
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  • Sanwa Bank California
    Vice President, Trust Portfolio Manager/Analyst
    Sanwa Bank California 1989 - 1990
    Managed a portfolio of high net-worth individuals and employee benefit trusts. Heavy responsibility in new business development for high net-worth private clients and employee benefit trust markets. Provided research on several industries. Organized and prepared new marketing materials.
  • Fiduciary Trust Company Of California
    Vice President, Portfolio Manager
    Fiduciary Trust Company Of California 1986 - 1989
    Managed personal and corporate client portfolios. Analyzed and communicated performance results to consultants. Wrote secondary-level research reports from company meetings. Developed new business.
  • Bank Of America
    Senior Portfolio Manager
    Bank Of America 1978 - 1985
    Managed very large (over $200 million) trusts for well-known families and high net-worth individuals, including one Forbes 400 family. Wrote research reports and participated in market strategy and asset allocation meetings.
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  • Hornblower & Weeks
    Trader/Credit Analyst
    Hornblower & Weeks 1975 - 1978
    Municipal bond analyst and trader.

Frank Dohn, Cfa Skills

Asset Allocation Investment Strategies Institutional Investors Alternative Investments Fixed Income Relationship Management Equity Research Economics High Net Worth Individuals Institutional Investments Private Banking Wealth Management Investments Portfolio Management Wealth Due Diligence Securities Investment Management

Frank Dohn, Cfa Education Details

Frequently Asked Questions about Frank Dohn, Cfa

What company does Frank Dohn, Cfa work for?

Frank Dohn, Cfa works for Allegro Jet Capital Management, Llc

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

Frank Dohn, Cfa's current role is Associate Director, Allegro Jet Management Capital, LLC.

What is Frank Dohn, Cfa's email address?

Frank Dohn, Cfa's email address is fd****@****ust.com

What schools did Frank Dohn, Cfa attend?

Frank Dohn, Cfa attended Woodbury University, University Of Southern California - Usc.

What skills is Frank Dohn, Cfa known for?

Frank Dohn, Cfa has skills like Asset Allocation, Investment Strategies, Institutional Investors, Alternative Investments, Fixed Income, Relationship Management, Equity Research, Economics, High Net Worth Individuals, Institutional Investments, Private Banking, Wealth Management.

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