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Frank DeBenedittisFrank DeBenedittis, CFA®Vice PresidentInvestment Associate
About Frank
Frank DeBenedittis is a Vice President and Investment Associate with J.P. Morgan Wealth Management. As an essential member of The Meyers Group, Frank delivers seasoned guidance to oversee the sophisticated investment scenarios of founders, entrepreneurs, corporate executives and family offices. He brings a big-picture perspective to design and tailor strategies that help grow and preserve their wealth.
Frank works closely with clients to understand their unique financial goals, which serve as the foundation for short- and long-term strategies. His rigorous approach to portfolio construction leverages the firm's thought leadership, research and tactical ideas, which he aligns with the personalized objectives of each individual. Frank considers both sides of the balance sheet to integrate advice on diversification, vehicle selection and risk trade-offs. He is known for a flexible style and his ability to foster meaningful clientfocused relationships.
With a career that spans more than a decade, Frank has developed strong capabilities in wealth strategy, manager selection and investment analysis. His in-depth exposure to a wide range of asset classes includes equities, fixed income, private equity, hedge funds, real estate and structured notes.
Frank began as a Portfolio Consultant at Barclays, where he provided Financial Advisors with investment ideas and asset allocation solutions. Most recently, he was an Investment Manager at Deutsche Bank, serving as the primary point of contact and trusted advisor for all client investment related activities.
Frank joined J.P. Morgan for the opportunity to be part of a growing team and guide clients in making the best use of their assets. He looks forward to bringing his well-defined skillset to the team's East Coast investment practice.
A graduate of Fordham University, Frank earned a B.S. in Finance and played on the men's varsity soccer team. He is a CFA Charterholder and a member of the CFA Society of New York City.
Frank grew up on Long Island and currently resides in Staten Island with his wife. He has many interests including reading, sports, travel, scuba diving, and exploring the many restaurants across the area. To give back, he joins his wife in activities that support the ALS Association.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now