Frank began his career at UBS Global Asset Management where he spent over a decade in various quantitative portfolio management equity roles including equity market neutral, tactical asset allocation, structured active equities, enhanced index, passive management and factor research.įrank serves on the Investment Committee for the Girl Scouts of Connecticut and is an University Affiliate at the University of Utah – David Eccles School of Business. Previously, Frank was a partner in a start-up asset management firm where he served as the director of portfolio management. Prior to that, he was relationship manager at MSCI responsible for providing investment solutions to complex problems using MSCI Barra’s fundamental models and portfolio construction tools. His role before joining OppenheimerFunds in 2017 was a Senior Portfolio Manager at ColumbiaThreadneedle where he was responsible for the day to day management of the firm’s ETF business, which was acquired from his previous firm, Emerging Global Advisors (EGA). Before his current role at ETFMG, Frank has had a variety of senior roles over his 25-year career in financial services.īefore joining ETF Managers Group, Frank was with OppenheimerFunds where he was Head of Equity Portfolio Management for the Firm’s Smart Beta ETFs (Invesco acquired OppenheimerFunds in May 2019).
He is responsible for the portfolio construction, trading, risk management and portfolio analysis processes associated with ETF strategies. In private practice, at various nationally recognized law firms, Matt has represented financial institutions in transactional and regulatory matters with a focus on investment advisers, registered public funds, private investment funds, banks, and broker-dealers.įrank Vallario is the Chief Investment Officer for ETF Managers Group (ETFMG).
In addition, he has served as counsel to a global custodian and provided strategic counsel to executive managers relating to corporate governance, human resources, operational and accounting matters, intellectual property and disputes. Matt also provides advice with respect to broker-dealer activities under the Federal securities laws, SRO rules and other relevant laws, including ERISA. In various in-house roles, Matt has been responsible for providing legal counsel relating to registration, day-to-day operation, and regulation of investment advisers and investment companies, as well as for seeking interpretive and “no-action” relief, SEC exemptive orders, and related matters. Here is a list of our partners.Matt has expertise in ETFs and mutual funds, as well as separately managed account, robo-advisory and wrap fee programs. Our partners cannot pay us to guarantee favorable reviews of their products or services. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. So how do we make money? Our partners compensate us. And while our site doesn’t feature every company or financial product available on the market, we’re proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward - and free. We believe everyone should be able to make financial decisions with confidence.
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