Frank Ackerman

As Managing Director, Frank advises ultra-high-net-worth individuals, alternative investment managers, family offices, and institutions with fixed income and equity investment strategies. He also works closely with trust and estate, tax and corporate attorneys to help formulate future asset protection strategies for clients.

With nearly 40 years of experience, Frank was an early investor in the alternative investment space. Prior to joining NewEdge, he was a Senior Vice President at UBS Financial Services, Inc. and a Managing Director/Principal at Bear Stearns & Company Inc. He has extensive experience in sourcing, analyzing, performing due diligence, and monitoring hedge fund managers.

Frank was recognized as Cramer Rosenthal McGlynn’s “Broker of the Year” in 1994, 1995, 1996, and 1997. He graduated from the University of Colorado, Cum Laude, with a Bachelor of Arts degree in Economics.

Frank currently resides in Wilton, CT and enjoys golfing, traveling, and spending time with his family. He is also the Treasurer of the St. Baldrick’s Foundation (Wilton chapter), a charity that supports childhood cancer research.