Under Frank’s leadership, Fairview has grown from a two-person company to a mid-sized, full-service firm with five distinct business lines that provide adviser compliance, private fund administration, performance reporting and cybersecurity compliance solutions with more than 120 employees. Frank also oversees FilePoint, a regulatory tech company that provides full-service regulatory disclosure solutions to clients in the financial industry. Frank has worked in the financial services industry since 1995.

Education & Training

• B.S. in Economics from the University of North Carolina at Chapel Hill

Areas of Expertise

• Registered investment adviser infrastructure and operations
• Compliance with Investment Advisers Act rules
• Data security and financial technology
• Financial reporting and accounting for pooled vehicles
• Regulatory audits