Frank Piscitelli

Frank’s role focuses on the day-to-day management of the investment operations as well as client services. He acts as the liaison with Charles Schwab and third-party money managers, and is also responsible for client reporting.

Frank began his career in the financial industry in 1998 and prior to joining the firm, Frank worked as supervisor of advisory services and project management.

Frank resides in Monroe Township, NJ with his wife and four children. He enjoys reading, movies and spending time with his family especially attending sporting events that his children participate in.