Founding Member & Managing Director
Joined: 2002
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Frank was a member of Colchester Partners’ founding team in 2002. At Colchester, Frank is responsible for a range of engagements and strategic initiatives on behalf of a variety of investment management firms. These include mergers, acquisitions, divestitures, and management buy-outs. Frank has also been involved in succession planning and equitization projects for numerous firms. Frank is frequently invited to speak on succession, equitizations and M&A at gatherings of wealth management firms. Prior to the formation of Colchester Partners, Frank was an Executive Vice President of the United Asset Management division of Old Mutual plc, an international financial services firm headquartered in London, England.In that position, he developed and executed disposition strategies with respect to over 30 investment management firms in UAM’s portfolio. From 1986 through to the acquisition of UAM by Old Mutual in 2000, Frank was an officer of UAM, last serving as Executive Vice President, Director of Corporate Development and a member of the team responsible for subsidiary operations.UAM, a NYSE-listed company, built the industry’s first multi-boutique platform, through acquisitions of over 45 affiliates globally, with over $200 billion in assets under management. Frank received a Bachelor of Arts degree, cum laude, with honors in Economics, from Middlebury College, and a Master of Business Administration degree (Finance and Accounting), with honors, from the University of Chicago Graduate School of Business.