Frank Masse
Gestionnaire de Portefeuille-Actions chez HighTower Advisors LLC
Profil
Mr. Francis X.
Masse, II, is a Managing Director & Partner at HighTower Advisors LLC.
He joined the firm in February 2013 and serve as the team's investment strategist and oversee the asset allocation models, money sector weightings and tactical investments.
He also monitor client portfolios and allocations, investment manager performance and corporate capitalization projects.
He is an experienced in meeting complex financial needs and customizing investment solutions to best serve my clients.
Mr. Masse began his career at Merrill Lynch in 1999 and became a part of The Sarian Group in 2003.
While at Merrill Lynch, he was approved in the Personal Investment Advisory (PIA) Program for specially qualified Financial Advisors.
As a Portfolio Manager in this program, he built customized portfolio strategies, as well as provided traditional advice and guidance.
Prior to joining Merrill Lynch, he was a Partner and Chief Operating Officer at his family's construction firm in Philadelphia for eight years.
Mr. Masse holds a Bachelor's degree in Business Administration and Finance from the Villanova University.
He is also U.S.C.G licensed Captain and currently holds a 100 Ton Masters License.
Postes actifs de Frank Masse
Sociétés | Poste | Début |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Gestionnaire de Portefeuille-Actions | 01/02/2013 |
Anciens postes connus de Frank Masse
Sociétés | Poste | Fin |
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Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Formation de Frank Masse
Villanova University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
Entreprise privées | 2 |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Merrill Lynch & Co., Inc. | Finance |