Frank G. Pereiro, CFA
Director of Investment Management, Financial Advisor
Frank joined Wolff Financial Management in October 2020 and is responsible for managing all aspects of the firm’s investment research and due diligence process, including asset allocation, portfolio construction, and risk management. Prior to joining Wolff Financial, Frank spent over 7 years with Harbor Capital Advisors in Chicago, IL where he most recently held the position of Senior Research Analyst. He has also worked for Prudential Financial.
Frank is a Chartered Financial Analyst® (CFA®) Charterholder and a graduate of Loras College, where he obtained a Bachelor of Arts in economics and finance.