Frank Rossetti, Cfa, Cfp® Email & Phone Number

New York, NY, US

• As a portfolio manager for BNY Mellon Wealth Management, I work directly with clients to address their investment and wealth management needs.
• Provide comprehensive, holistic wealth management advice for a portfolio of high net worth clients, endowments, and foundations.
• Recommend portfolio implementation strategies, driven by each individual client and prospect situation, including individual securities, passive and active managers, hedge funds, private equity, tangible assets, and.
• Conduct and present specialized analysis on tactical positioning, concentrated holdings, hedge fund diagnostics, stress testing, and implementation plans utilizing appropriate investment solutions.
• Member of the BNY Mellon Equity Strategy Committee, responsible for the monitoring, addition and removal of proprietary and non-proprietary investment vehicles approved for use in firm-wide investment management accounts
• Member of the Tri-State Investment Engagement Committee, responsible for increasing the adoption and implementation of investment solutions among portfolio managers

US

• Co-Manager of International Focused Equity Fund, a strategy focusing on free cash flow generation, competitive advantage (moat), management quality (board structure, experience, pension accounting),earnings quality.
• Technology, Media, Telecommunications (TMT) analyst with global, ex U.S. industry coverage.
• Performed bottom-up fundamental research utilizing various valuation techniques: discounted cash flow (DCF), implied growth, relative valuation, economic value added (EVA) / residual income (RI), etc.
• Senior member of the Portfolio Analytics & Consulting team, a group in the Office of the Chief Investment Officer that delivered the firm’s investment strategy to ultra-high-net-worth individuals, institutions, and.
• Taught Security Analysis Program to junior analysts, including financial statement analysis, applied economics, behavioral finance, and value investing

New York, NY, US

• Managed the growth, retention and expansion of a $75 million small business portfolio that consisted of attorneys, certified public accountants, and other centers of influence
• Increased penetration of “clients with credit products” from 22% to 41% by gaining trust, demonstrating superior product knowledge and delivering exceptional service
• Consistently exceeded monthly goals in lending, new acquisition, and partner referrals which resulted in overall portfolio growth of 19% and an invitation to the National Leadership Conference
• Manage and coach a team of six Personal Bankers with regard to the Small Business Customer Segment resulting in an increase in Branch Business Deposits of $6,812,000

Zurich, CH

• Utilized financial modeling techniques to ensure that the asset allocation of client portfolios was diversified across the sectors of the Standard & Poor’s 500• Compared asset allocations with UBS suggested sector weightings and implemented a comprehensive financial plan to meet customer long-term financial goals• Drafted and presented Retirement Funding.

Master Of Business Administration (Mba), Business Administration, Management And Operations

Bachelors, Finance, Economics