![David W. Frank](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. David W.
Frank is a Managing Director at CastleOak Securities LP.
Prior to joining CastleOak Securities in March 2012, he was employed at Jackson Securities, LLC in the position of Managing Director.
Previously, he managed the fixed income-trading desk at Greenwich Partners.
In addition, he was a partner at Belle Haven Investments and a Vice President and head trader in the Municipal Trading Department at Chemical Bank.
Mr. Frank earned a BS in Finance from the Miami University and a MBA from Northwestern’s JL Kellogg School of Management.
He is a NASD registered Municipal Securities Principal (Series 53), General Securities Principal (Series 24) and General Securities Representative (Series 7 and 63).
Anciens postes connus de David W. Frank
| Sociétés | Poste | Fin |
|---|---|---|
Jackson Securities LLC
 Jackson Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 28/02/2012 |
Chemical Bank (Detroit, Michigan)
 Chemical Bank (Detroit, Michigan) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
Belle Haven Investments LP
 Belle Haven Investments LP Investment ManagersFinance Belle Haven specializes in building separately managed taxable and tax-exempt fixed income portfolios. Their primary focus is the preservation of clients' principal while striving to deliver compelling risk-adjusted returns. The firm uses an investment approach based on: security selection, diversification, trade execution and credit research in building portfolios. Their Portfolio Management Team actively manages client portfolios in terms of duration and credit to ensure they match the client's chosen investment strategy. Belle Haven looks to position portfolios to capture opportunistic trades. | Corporate Officer/Principal | - |
Greenwich Partners LLC
 Greenwich Partners LLC Investment Banks/BrokersFinance Provides financial and brokerage services | Corporate Officer/Principal | - |
CastleOak Securities LP
 CastleOak Securities LP Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de David W. Frank
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
13
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Belle Haven Investments LP
Belle Haven Investments LP Investment ManagersFinance Belle Haven specializes in building separately managed taxable and tax-exempt fixed income portfolios. Their primary focus is the preservation of clients' principal while striving to deliver compelling risk-adjusted returns. The firm uses an investment approach based on: security selection, diversification, trade execution and credit research in building portfolios. Their Portfolio Management Team actively manages client portfolios in terms of duration and credit to ensure they match the client's chosen investment strategy. Belle Haven looks to position portfolios to capture opportunistic trades. | Finance |
Jackson Securities LLC
Jackson Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Greenwich Partners LLC
Greenwich Partners LLC Investment Banks/BrokersFinance Provides financial and brokerage services | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CastleOak Securities LP
CastleOak Securities LP Investment Banks/BrokersFinance Provides brokerage services | Finance |
Chemical Bank (Detroit, Michigan)
Chemical Bank (Detroit, Michigan) Regional BanksFinance State chartered commercial bank | Finance |
