Frank Rossetti, CFA
Verified
As a life-long-learner and student of the market, I have experience working with high net worth individuals, foundations, and endowments providing discretionary wealth management services.
I co - founded, and served as co - portfolio manager and technology, media, and telecommunications (TMT) analyst for a long-only international equity portfolio with $1 billion in AUM. We focused on sustainable free cash flow generation, competitive advantage, strong company management, earnings quality and visibility, and valuation. We performed all of our own bottom-up fundamental research utilizing various valuation techniques.
Certifications: Chartered Financial Analyst (CFA)
Member: New York Society of Security Analysts (NYSSA), CFA Institute
Financial Applications: Bloomberg, Reuters, FirstCall, Excel-VBA, mastery of Excel and FactSet
Experience: Fundamental Research, Portfolio Construction, Investment Strategy