Frank Berry, Cfa
About Frank Berry, Cfa
Frank Berry, CFA, serves as the Executive Director and Portfolio Specialist at FS Investments, where he has worked since 2018. He has previous experience at RBC Global Asset Management and AXA Advisors, and he holds a Bachelor of Science in Finance from Penn State University.
Current Role at FS Investments
Frank Berry serves as the Executive Director and Portfolio Specialist at FS Investments. He has held this position since 2018, contributing to the firm's investment strategies and portfolio management. His role involves overseeing various investment portfolios and providing insights to enhance the firm's offerings in the financial sector. He operates out of the Greater Philadelphia Area.
Previous Experience at FS Investments
Before his current role, Frank Berry worked at FS Investments as Vice President from 2016 to 2018. In this capacity, he was involved in the development and management of investment products. His experience during this period laid the groundwork for his current responsibilities as Executive Director.
Experience at RBC Global Asset Management
Frank Berry was employed at RBC Global Asset Management (U.S.) Inc. as Associate Vice President in the Advisory Solutions Group from 2012 to 2016. During his four years in the Greater Boston Area, he focused on advisory solutions, enhancing client relationships and investment strategies.
Early Career at AXA Advisors
Frank Berry began his career at AXA Advisors, LLC, where he worked as a Financial Professional from 2009 to 2012. In this role, he provided financial advice and services to clients, helping them achieve their financial goals over a three-year period.
Educational Background
Frank Berry studied at Penn State University, where he earned a Bachelor of Science degree in Finance from 2005 to 2009. He also attended The Hill School from 2002 to 2005, completing his secondary education. His academic background has equipped him with the foundational knowledge necessary for his career in finance.