Francisco Perez

Director, Client Service at NewEdge Wealth

Frank focuses on client reporting, trading, asset allocation and account administration. Prior to NewEdge Wealth, Frank was a Wealth Strategy Associate at UBS and a Client Service Associate at Lehman Brothers. Frank started his career at U.S. Trust as a Client Relationship Associate in the fixed income division. He received his B.A. from Columbia University, with a major in history and minor in psychology. He holds Series 7, 63 and 66 securities licenses.

Manager

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Timeline

  • Director, Client Service

    Current role

  • VP & Client Relationship Specialist

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