Frank is a founding partner at Barlow Wealth Partners, LLC. He received a B.A. in Mathematics in 2007 from Washington and Lee University. After nine years at Keefe, Bruyette & Woods (KBW) in the Corporate Finance and Equity Research departments, Frank joined Barry’s team at Merrill Lynch in 2016.
Frank holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Louisville. He is also a Certified Exit Planning Advisor (CEPA®).
Frank currently serves on the Board of Cave Hill Cemetery and Junior Achievement of Kentuckiana.
In his primary role, he is responsible for equity research and investment analysis. He is also a member of the investment committee.
CFA and Chartered Financial Analyst are registered trademarks of the CFA Institute. CEPA is a registered trademark of the Exit Planning Institute.