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Frank Francese
Financial Advisor, MBA

Frank Francese

Frank Francese possesses more than 30 years in global finance, with top posts at Drexel Burnham, Schroder Wertheim, Bankers Trust, and Standard & Poors. He was a pioneer during the industry-wide transition following the global research settlement that transformed how market research firms engage outside experts. While serving as a Senior Vice President at ORC International, Frank helped lead the digital transformation of data, research, and expert opinions, creating a usable collection spurring investment, strategy, and innovation.

A senior advisor with Cary Stamp & Company, Frank, who resides in Westchester County, NY, manages business development in New York and Connecticut.

Frank was the Commencement Speaker at his LeMoyne College graduation and achieved his MBA from Fordham University with honors. The accolade that gives him the most pride was winning “Class Couple” at LeMoyne. He and his wife Beth, rooted in tradition and service, have consistently served as pillars of their community since settling in Westchester County 35 years ago. While raising three children in Chappaqua, they were actively involved in several school, sports, church, club, and civic organizations. Frank serves on the Board of Governors for The Whippoorwill Club, near Armonk, where he served as president for two years. Beth is the CFO of the Metropolitan Golf Association.

In his free time, Frank enjoys competitive softball and golfing, any chance the sun, the camaraderie, and time permits.

“The financial services field has undergone such extraordinary change during my career, but there will always be demand for smart personal advice from diligent, honorable advisors. I’m thrilled to be contributing to Cary Stamp & Co.’s expansion.”

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Estate Planning 101: A Beginner’s Guide to Estate Planning Basics

By Brian Sirota | December 7, 2019

Here’s an introduction to Estate Planning basics to serve as a roadmap. Do you have a will or estate plan? Most individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we…

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The Basics and Benefits of 457(b) Plans

By Andrew Trammell | December 2, 2019

If you’re a state or local government employee with a 457(b) plan, here’s a primer on plan basics, benefits, and financial considerations. THE BASICS OF 457(b) PLANS: Under Section 457 of the Internal Revenue Code you can defer compensation each year up to the IRS annual dollar limit, $19,000 plus a $6,000 catch up for…

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Thanksgiving is About Family

By Cary Stamp | November 24, 2019

We established a tradition that ensures we enjoy both sides of our family at Thanksgiving.  A few years ago, I began a tradition with my family of celebrating Thanksgiving two to three weeks before the actual holiday. This wasn’t an original idea, as another family that I knew also had been participating in this tradition…

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