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Inactive

Frank E Francese

Amg Funds LLC

Stamford, CT

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Current Employers
Amg Funds Llc

680 Washington Boulevard Suite 500, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-07-08
  • CT RA
    APPROVED
    Since 2025-07-08

Branch Locations

680 Washington Boulevard Suite 500, Stamford, CT 06901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 02/2023 08/2024
Kari Out Tarrytown NY 07/2022 01/2023
Northwestern Mutual White Plains NY 05/2021 01/2022
Yorktown School District Yorktown Heights NY 02/2013 08/2018
University Of Delaware Newark DE 08/2018 05/2022
Sports Barn Yorktown Heights NY 12/2020 12/2020
Instacart Yorktown Heights NY 05/2020 05/2020
Nysdol Yorktown Heights NY 12/2020 09/2021
Amg Funds Stamford CT 08/2024 Present
  • 02/2023 → 08/2024
    Morgan Stanley
    New York, NY
  • 07/2022 → 01/2023
    Kari Out
    Tarrytown, NY
  • 05/2021 → 01/2022
    Northwestern Mutual
    White Plains, NY
  • 02/2013 → 08/2018
    Yorktown School District
    Yorktown Heights, NY
  • 08/2018 → 05/2022
    University Of Delaware
    Newark, DE
  • 12/2020 → 12/2020
    Sports Barn
    Yorktown Heights, NY
  • 05/2020 → 05/2020
    Instacart
    Yorktown Heights, NY
  • 12/2020 → 09/2021
    Nysdol
    Yorktown Heights, NY
  • 08/2024 → Present
    Amg Funds
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
S63 Uniform Securities Agent State Law Examination 2023-03-31
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18
  • S63 Uniform Securities Agent State Law Examination
    2023-03-31
Other Names
  • Frank Francese

View on SEC IAPD

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Other Offices

COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
LONGRANGE CAPITAL, L.P. · STAMFORD, CT
DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
MEASURE 8 VENTURE PARTNERS · STAMFORD, CT

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