Frank Fontanella serves as the Regional Vice President for the Southeast at Fisher Investments, where he leverages over 20 years of experience in financial management and sales to drive institutional-level portfolio management for the Private Client Channel. His robust background in technical engineering complements his...
Frank Fontanella serves as the Regional Vice President for the Southeast at Fisher Investments, where he leverages over 20 years of experience in financial management and sales to drive institutional-level portfolio management for the Private Client Channel. His robust background in technical engineering complements his financial acumen, allowing him to approach complex investment strategies with a unique analytical perspective. Frank's leadership and management abilities are instrumental in guiding his team to achieve exceptional results in a competitive market.
In his current role, Frank is responsible for overseeing a diverse range of key projects that focus on enhancing client relationships and optimizing investment advisory services. He plays a pivotal role in facilitating 401k rollovers, ensuring clients receive tailored solutions that align with their financial goals. His expertise in asset management and account management enables him to navigate the intricacies of the financial landscape, providing clients with informed guidance and strategic insights.
Frank's proficiency in sales management is evident in his ability to cultivate strong partnerships and drive growth within the Southeast region. He holds a Series 7 license, which further solidifies his credibility in the investment advisory space. By combining his technical skills with a deep understanding of the banking and financial sectors, Frank Fontanella continues to make a significant impact at Fisher Investments, helping clients achieve their investment objectives while fostering a culture of excellence within his team.
