Frank T. Files, CFP®
Frank T. Files, CFP®
Mr. Frank Files, Vice President and Portfolio Manager, has been with Haverford since 2003. As Portfolio Manager, he develops advisor and client relationships, manages investment portfolios and participates on the Investment Selection Committee. Frank is married with three children, a supporter of local charities including the Susan G. Komen Breast Cancer Foundation, and enjoys playing golf and tennis in his spare time.
Achievements & Recognitions
Leukemia & Lymphoma Society “Man of the Year” Nominee 2007
Education & Certifications
B.A., University of Pittsburgh
FINRA Series 7, 24, 63 and 65
CERTIFIED FINANCIAL PLANNER™ professional
Previous Experience
Financial Advisor Lincoln Financial Group
Relationship Manager SEI Investments
Account Manager The Vanguard Group
Support Team
Client Service Support Team
Mary Hanna Portfolio Assistant
Affiliations & Memberships
Board of Directors Society of Financial Service Professionals
Member Philadelphia Estate Planning Council
Member Pennsylvania Association of Non-profits (PANO)