Frank William Siegel

Frank William Siegel

Investment Committee Member at J.W. Coons Advisors LLC

Consumer Services
Finance

Profile

Mr. Frank W.
Siegel, CFA MBA, is a Senior Portfolio Manager at J.W.
Coons Advisors LLC.
He is a member of the Investment Policy Committee.
He manages investment portfolios and provides financial consulting services, primarily to high net worth individuals and families.
Prior to joining the firm in 2012, Mr. Siegel was Chief Operating Officer and Chief Compliance Officer for Columbus Investment Advisory, Inc., where he managed client portfolios from 2003 to 2012.
Prior to 2003, he served in various senior roles at B.C.
Ziegler and Company, Fifth Third Bank, the Ohio Company and The Huntington National Bank.
He holds a Bachelor of Arts degree in Economics from Otterbein College and a Master of Business Administration degree from Xavier University.
He is a CFA charter holder.

Frank William Siegel active positions

CompaniesPositionStart
Investment Committee Member 01/01/2012
All active positions of Frank William Siegel

Former positions of Frank William Siegel

CompaniesPositionEnd
Corporate Officer/Principal 01/01/2012
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Training of Frank William Siegel

Xavier University Masters Business Admin
Otterbein College Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

2

1st degree connections

4

1st degree companies

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Female

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Executives

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Linked companies

Private companies2

Finance

Finance

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