Cofounder & President
As President, Frank oversees all aspects for the firm, including day-to-day operations, strategic alliances, joint ventures and compliance, as well as developing new services. Frank is co-chair of the firm’s Investment Committee and represents Reilly Financial Advisors internationally.
Frank’s immersion in international business has served as the foundation for the firm’s global approach. Frank has conducted business, researched potential foreign offices and negotiated contracts in Switzerland, England, Saudi Arabia, Singapore and the Czech Republic, meeting with local financial regulators, lawyers and potential partners. Frank also spent 18 months working out of the firm’s Saudi Arabia office. He has attended investment and economic symposiums internationally and has traveled for business to Europe, Africa, the Middle East, India and the Far East, including 16 “around the world” and 20 intercontinental trips. Frank continues to travel internationally at least twice a year to develop strategic alliances, stay abreast of global economic issues and visit clients.
Prior to cofounding Reilly Financial Advisors, Frank worked in multiple roles at LPL Financial, a leading technology, brokerage and investment advisory platform for financial advisors. In this role, he researched and negotiated several international alliance contracts with multiple countries including Brazil, Bahrain and Canada. He was also an integral member of the team that began Global Portfolio Advisors, an international institutional money management firm that still exists today, researching and meeting with local financial regulators and major foreign investment firms around the world and conducting business in India, Singapore, Indonesia, Lebanon, Bahrain and Taiwan. He worked closely with the Royal Bank of Canada to draft an offshore trust offering for LPL representatives, and was responsible for compliance with IRS laws regarding Non Resident (NR) and Passive Foreign Investment Company (PFIC) taxes for the offshore trust.
Frank holds a Bachelor of Science and a Master’s Degree in International Business from the United States International University and has earned the FINRA Series 4, 7, 24, 63 and 65 licenses.
Frank’s professional and personal experiences traveling and conducting business around the world, combined with his advanced education in international business, have shaped his real world perspective, and guides the firm reactions to world events and positions portfolios to the benefit of the firm’s clients.
In his free time, Frank enjoys teaching Middle School, High School and Collegiate-level courses in finance, investing and economics. He also enjoys skiing, mountain biking, attending church, and enjoying Disneyland with his family.
Why I Do What I Do:
What drives and motivates me is helping our clients to accomplish their goals. I enjoy helping people solve their financial problems. Since things like the traditional pension rarely exist anymore, educating people on 401(k)s and personal savings is important to me. It is all about educating clients the basics, then helping them to achieve success.