Frank Botta
Managing Director, Wealth Partner at J.P. Morgan
Based in Boston, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Boston
Industry
Financial Services
Company size
81K
Contact information
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f•••••••@jpmorgan.com
Phone
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Background
About Frank Botta
30 plus years of investment experience working with families of substantial means throughout the globe. I understand risk and how to help position clients to meet their risk profile. I Co-head a team of five professionals and run our practice similar to a family office and provide services accordingly. I focus on big picture wealth planning and asset allocation. Areas of focus: Big picture wealth planning and asset allocation, wealth, retirement, risk and estate planning strategies. Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
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