Frank W. Siegel, CFA®

Frank is a Senior Portfolio Manager and a member of the Investment Policy Committee. He manages investment portfolios and provides financial consulting services, primarily to high net worth individuals and families.

Prior to joining the firm in 2012, Frank was Chief Operating Officer and Chief Compliance Officer for Columbus Investment Advisory, Inc., where he managed client portfolios from 2003 to 2012. Prior to 2003, Frank served in various senior roles at B.C. Ziegler and Company, Fifth Third Bank, the Ohio Company and The Huntington National Bank.

Frank has worked in the financial services industry since 1975 and is a CFA charter holder. He holds a Bachelor of Arts degree in Economics from Otterbein College and a Master of Business Administration degree from Xavier University.

Contact info: (614) 459-1424