Frank J. Lavrigata, CFP®
Managing Director
For over a decade, Frank has faithfully served clients, originally joining a predecessor firm as a research analyst on the Investment Team. Fueled by his background in investment management and financial planning, he serves as both an advisor and as an integral part of the firm's investment research and portfolio management processes, guiding clients in reaching their goals and objectives. Frank is highly focused on relationship-building, whether he's participating in charitable efforts as a member of the Columbus Citizens Foundation or collaborating among his colleagues.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
