The IWP Board of Advisors has recently welcomed a new member, Frank D. Pellicori, Partner and Director of Wealth Management at Vivaldi Capital Management in Chicago.
“I am incredibly pleased for both Frank Pellicori and IWP that Frank will be joining our Board of Advisors,” said IWP Trustee Steve Fausel. “I know Frank and his lovely family very well. Frank manifests the countenance, confidence, and character quality suitable to our organization. He has a formidable degree of knowledge concerning the stock market, foreign currencies, and many other fine attributes.”
Mr. Pellicori has over 20 years of experience advising high-net-worth clients and family offices. He started his career with Morgan Stanley, spent three years managing a Family Office, and recently co-managed a $2B team at UBS Private Wealth Management. Throughout his career, he has focused on providing capital markets solutions and advising on asset allocation construction with an emphasis on alternative investments. He brings a seasoned perspective to building relationships with families and managing their priorities across generations.
Frank graduated from the University of Illinois, earned his MBA at the Kellogg School at Northwestern University, and has a Master’s degree from the London School of Economics. He is an adjunct lecturer in the economics department at DePaul University.