Philip Frank
General Counsel | Chief Compliance Officer@ Family Management Corporation
New York, New York, United States
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Philip Frank is a highly experienced and dedicated investment advisor with 15.7 years of work experience. He is currently working at Family Management Corporation in the United States as the General Counsel and Chief Compliance Officer. Philip is responsible for developing a sound financial plan for each client, utilizing various financial products and planning tools. He understands the importance of understanding each client's risk/reward profile and believes that each client's risk/reward profile is unique. Philip is dedicated to preserving their wealth and financial security and ensuring the success of his clients.
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Emails and Phone Numbers

@familymanage.com
@atmos.earth
@constellationwa.com
@familymanage.com
+1 212697****
+1 212872****
+1 917608****
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About

Family Management Corporation is a New York-based registered investment advisor serving high net worth individual investors, families, and not-for-profit organizations. Established in 1989 by principals Seymour Zises and Andrea Tessler, our team of experienced investment professionals tailor a customized plan towards meeting each client’s unique objectives — utilizing a full array of financial products and planning tools, from stocks and bonds to mutual funds and alternative investments, including hedge funds and insurance products.An integral aspect of our service is developing a sound financial plan around each client’s personal profile. By this, we mean understanding each client’s tolerance for risk or volatility in all kinds of markets. We work to find the right balance between risk and reward that suits each client’s comfort level. Formulating a plan based on the belief that each client’s risk/reward profile is unique has been the foundation of our approach and success. With over two decades of experience, we build the foundation of each client relationship on the premise that we are taking care of more than just your money — we are also taking care of you. We are there for you every step of the way, anticipating and preparing for such life transitions as marriage, beginning a family, starting or selling a business, saving for college, retirement, and estate planning. Every plan we develop for our clients is guided by our overarching principle that we not only seek to make money for our clients, but also to preserve their wealth and financial security.Family Management Corporation is part of The Family Management Group of companies that provides overall financial counsel to families and their related entities. Affiliates include Family Management Securities, LLC, a FINRA-registered broker-dealer, and Forest Hill Capital Corporation, a New York State licensed insurance agent.

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Work Experience

485 Madison Avenue, New York, New York, 10022, US

Financial Services

15
Phone
+1 2128729600
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Philip Frank's Professional Milestones

  • General Counsel | Chief Compliance Officer (2011-03-01~): Implementing robust legal strategies to ensure regulatory compliance and mitigate potential risks throughout the organization.
  • General Counsel (2008-03-01~2011-04-01): Successfully pursued complex cases, securing favorable outcomes and protecting the company's interests.
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Education

St. John's University School of Law
St. John's University School of Law1992-01-01-1994-01-01
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