Bringing you live news and features since 2006 

BNY Mellon Wealth Management appoints Senior Wealth Manager in Winter Park, Florida

RELATED TOPICS​

BNY Mellon Wealth Management has named Keith N Franks as senior wealth manager in Winter Park, Florida. Franks will report to Senior Wealth Manager and Team Leader Sean Maguire, and will be responsible for providing wealth and investment planning services for the firm’s clients in the Winter Park area.

“With 12 years of broad experience in the financial services industry, Keith is adept in servicing high-net-worth clients. His reliability and business acumen will be an excellent fit with the evolving team in Winter Park,” says Maguire.
 
“Keith will be part of a growing team working to solidify our efforts to build a very successful wealth management business in one of Florida’s fastest growing markets. While BNY Mellon Wealth Management has been in the Orlando market for several years, Winter Park offers additional opportunities to serve a local market, and we are confident and excited for fast-paced growth in central Florida,” adds Regional President of Florida West Lisa Simington.
 
Prior to joining BNY Mellon Wealth Management, Franks was vice president and family investment officer at GenSpring Family Offices for nine years. His role and responsibilities increased significantly during his tenure at GenSpring as evident with a book of business valued at over USD400 million in AUM. Prior to GenSpring, Franks was an investment strategist at ING Finanacial Partners.
 
Franks holds a Bachelor of Business Administration and Master of Business Administration in finance from Northwood Unversity in Michigan. He is a CFA Charterholder and a CAIA Charterholder.

Latest News

REX Shares has announced a strategic reorganisation that integrates its REX Shares, MicroSectors, and T-REX products, as well as REX..
Allspring Global Investments writes that as it builds an investment platform for the future, it has filed for exemptive relief..
LSEG Lipper writes that ETF promoters in Europe enjoyed estimated net inflows (+EUR25.1 billion) for May 2024...
The European Fund and Asset Management Association (EFAMA) has published its 2024 industry Fact Book, which includes a foreword by..

Related Articles

Marcus Wayerer, Franklin Templeton
Franklin Templeton says that emerging markets are navigating a tricky environment at the moment, due to factors such as the...
Matt Barry, Touchstone Investments
Back in 2022, Cincinnati, Ohio-based Touchstone Investments launched its first four ETFs, having previously been predominantly a mutual fund company....
CN Tower, Toronto
The winners were announced in the second ETF Express Canadian awards at the event held at The Quay in Toronto,...
Darren Jordan, Komainu
Custody specialist, Komainu, was launched in 2018 as a joint venture between Nomura, digital-asset investment manager, CoinShares and blockchain business,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by