Frank Iozzo

Private Wealth Associate 

Frank is a Private Wealth Associate and supports the Firm’s private wealth initiatives working one-on-one with private clients to help them achieve their financial goals. Frank’s approachable manner allows him to easily assess an individual’s financial life, uncover their life and legacy goals and develop a strategic and comprehensive plan for achieving future financial security.

He develops and maintains private client investment policies and implements and maintains asset allocations and model portfolios in collaboration with the Investment Advisory team. Frank also supports our institutional business by conducting one-on-one educational sessions and group seminars.

Prior to joining Capital Strategies Investment Group, Frank held various positions at J.P. Morgan Private Bank, as an Investment Associate and as a Manager working on business development, operations, compliance and project management.

 

Frank graduated magna cum laude from Dominican University with a B.S. in Business Administration, with concentrations in Finance, Marketing and Management. Frank is currently a candidate for the Certified Private Wealth Advisor designation.

 

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