Frank Schickling is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. He delivers investment advisory guidance for entrepreneurs, business owners, high-net-worth individuals and their families to help them manage the holistic requirements of their capital.
With more than 30 years of financial industry experience, Frank has built deep capabilities to target sophisticated financial goals. He is particularly adept at developing strategies for liquidity management and the diversification of concentrated positions. Frank exercises a distinctive command for the construction of tailored equity portfolios that are aligned with personalized risk profiles and lifestyle needs. Known for his personable manner, he prides himself on being a trusted and caring resource for his clients.
Born and raised in Philadelphia, Frank is a graduate of LaSalle University where he earned a B.S. in Finance. As a testament to his commitment and strong work ethic, Frank pursued a graduate level M.B.A. program while working full time and raising his young family.
Frank began his career at PNC Bank in the internal audit department and rotated through many divisions, gaining exposure to investment management. In 2000, he joined Brown Brothers Harriman to hone his portfolio management skills and work directly with a select group of wealthy and well-informed clients. Most recently, he was with BNY Mellon where he had the additional responsibility of regional management and team development. Frank joined J.P. Morgan in 2018 and is pleased to offer the firm's robust investment platforms and intellectual capital which he delivers within a boutique setting.
Married with two grown sons, Frank and his wife live in Center City Philadelphia and are active in their community. Frank is the current Chairman of the Board of Trustees for Goodwill Industries of Southern NJ/Philadelphia. He is also a member of The Union League. In his free time, Frank enjoys golf and spending time with his family at their beach home in Stone Harbor.