Institutional Client Development Director
Jeffrey Frank
(917) 837-1302
For over 35 years, Jeffrey has been starting and managing companies, raising funds for and investing funds on behalf of himself and his investors. Jeffrey began his career as an entrepreneur, starting his first company at 19. He has been in the financial services space for the past 23 years. Most recently, Mr. Frank was a director at IX Securities in New York, raising capital for impact and ESG focused companies. Prior to IX Securities, he managed 2 boutique investment banking groups (Commonwealth Associates and The Benchmark Company). Prior to his career in investment banking, Jeffrey was part of the M&A group at Sumitomo Corporation of America. During his time there, Jeffrey executed multiple transactions totalling over $180 MM in synergistic and/or opportunistic acquisitions. At various periods over the past 25 years Jeffrey has managed two family offices, one with AUM of over $2 billion.
In addition to his sell-side and buy-side activity, Mr. Frank has also founded and or managed several companies, ranging from renewable energy, substance use disorder treatment facilities, LED lighting, e-commerce fulfillment, building materials and construction.
Jeffrey has an undergraduate degree in Accounting from Adelphi University, which he received while starting and running his first company. He also has an MBA in Finance from the Wharton School of Business, with a focus in entrepreneurship and Healthcare Management.
He currently holds his series 7, 63 and 79 licenses.
Client Services
