Profile

Mr. Frank J.
Esposito Jr. is a Managing Partner at Evernest Financial Advisors LLC.
Mr. Esposito began in 1992 working as a financial intern at Merrill Lynch.
He spent a decade of his career working with institutional investors at Goldman Sachs & Co. and Strong Capital Management which was acquired by Wells Fargo Asset Management in 2004.
In 2009, he began to apply institutional-level investment management and planning to the unique situation of individuals and local non-profits.
After leading investment teams at both JP Morgan Private Bank and UBS Financial Services, he was convinced he could best serve clients as an independent registered investment advisor.
In 2015, he merged his practice with Windsor Wealth Management, which led to the creation of EverNest Financial Advisors.
He completed his Bachelor of Science in Economics & Philosophy from Marquette University in 1994.
He earned a Master’s degree in Business Administration from The Kellogg School of Management at Northwestern University in 2001.
He is a CFA charterholder and is a member of the CFA society of Indianapolis.

Frank Esposito active positions

Former positions of Frank Esposito

CompaniesPositionEnd
Portfolio Manager-Equities 2008-06-29
Analyst-Equity 2005-01-25
Corporate Officer/Principal 2002-03-31
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Training of Frank Esposito

Northwestern University Masters Business Admin
Marquette University Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

100 +

1st degree connections

5

1st degree companies

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Female

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Executives

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Linked companies

Private companies3

Finance

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Finance

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