Frank Mentone CFA is a senior vice president, wealth advisor and portfolio manager at SVB Private. In this role, he works with clients to simplify their financial complexities, invest wisely and plan for the future. Frank is passionate about leveraging his education and CFA charter to provide clients best-in-class, holistic financial services, and he enjoys building relationships and helping clients and their families navigate wealth.
Beginning as an analyst at Goldman Sachs in 2012, Frank has worked in wealth management and private banking for a decade. Following Goldman Sachs, he spent seven years as an investment specialist at J.P. Morgan in New York City, where he served as a subject matter expert for SMAs, mutual funds and ETFs that were available on the platform. At J.P. Morgan, he also partnered with advisors across the US to build portfolios and allocate assets for clients.
Frank resides in Miami and is a member of the Miami CFA Institute. Outside of work, he’s a New York Yankees fan who enjoys competing in triathlons, golfing, cooking and renovating his home. He also enjoys spending time with his wife and three nephews and traveling to Brazil to visit his in-laws.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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