Frank Perfetuo
Managing Partner at Veritas Boston Wealth Management
Based in Boston, United States
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Seniority
C-Team
Department
General Business & Management
Location
Boston
Industry
Financial Services
Company size
10
Contact information
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f•••••••@veritasboston.com
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Background
About Frank Perfetuo
My group designs and manages financial and investment programs for individuals, families, and small businesses. We establish long-lasting client relationships by maintaining the highest standards of quality, professionalism and integrity. I am responsible for the investment of client assets, portfolio and risk management, and the team's investment strategy. I hold a Chartered Financial Analyst designation and have 34 years of industry experience. Prior to founding Veritas in 2019, I was our team's Portfolio Manager at at Merrill Lynch for 14 years and prior to that I was a portfolio manager and managed over $400 million in assets for a mutual fund company. I have a BA from Framingham State College and a MBA from Suffolk University. I am also a member of the Boston Securities Analyst Society and the CFA Institute. Chartered Financial Analyst and CFA are registered trademarks of the CFA Institute.
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