Profil
Mr. Francis X.
Masse, II, is a Managing Director & Partner at HighTower Advisors LLC.
He joined the firm in February 2013 and serve as the team's investment strategist and oversee the asset allocation models, money sector weightings and tactical investments.
He also monitor client portfolios and allocations, investment manager performance and corporate capitalization projects.
He is an experienced in meeting complex financial needs and customizing investment solutions to best serve my clients.
Mr. Masse began his career at Merrill Lynch in 1999 and became a part of The Sarian Group in 2003.
While at Merrill Lynch, he was approved in the Personal Investment Advisory (PIA) Program for specially qualified Financial Advisors.
As a Portfolio Manager in this program, he built customized portfolio strategies, as well as provided traditional advice and guidance.
Prior to joining Merrill Lynch, he was a Partner and Chief Operating Officer at his family's construction firm in Philadelphia for eight years.
Mr. Masse holds a Bachelor's degree in Business Administration and Finance from the Villanova University.
He is also U.S.C.G licensed Captain and currently holds a 100 Ton Masters License.
Aktiva positioner av Frank Masse
| Företag | Position | Start |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Portföljförvaltare-Aktier | 2013-02-01 |
Tidigare kända positioner av Frank Masse
| Företag | Position | Slut |
|---|---|---|
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Företagsledare/Principal | - |
Frank Masses utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Villanova University
Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
















