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

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
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