Frank Esposito

No open positions remaining

Finance

Consumer Services

Profile

Mr. Frank J.
Esposito Jr. is a Managing Partner at Evernest Financial Advisors LLC.
Mr. Esposito began in 1992 working as a financial intern at Merrill Lynch.
He spent a decade of his career working with institutional investors at Goldman Sachs & Co. and Strong Capital Management which was acquired by Wells Fargo Asset Management in 2004.
In 2009, he began to apply institutional-level investment management and planning to the unique situation of individuals and local non-profits.
After leading investment teams at both JP Morgan Private Bank and UBS Financial Services, he was convinced he could best serve clients as an independent registered investment advisor.
In 2015, he merged his practice with Windsor Wealth Management, which led to the creation of EverNest Financial Advisors.
He completed his Bachelor of Science in Economics & Philosophy from Marquette University in 1994.
He earned a Master’s degree in Business Administration from The Kellogg School of Management at Northwestern University in 2001.
He is a CFA charterholder and is a member of the CFA society of Indianapolis.

Frank Esposito active positions

Companies	Position	Start

All active positions of Frank Esposito

Former positions of Frank Esposito

Companies	Position	End
Allspring Global Investments LLC Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.	Portfolio Manager-Equities	2008-06-29
Strong Capital Management, Inc. Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio.	Analyst-Equity	2005-01-25
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2002-03-31

See the detail of Frank Esposito's experience

Training of Frank Esposito

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Frank Esposito's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	5
Strong Capital Management, Inc. Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio.	Finance
Allspring Global Investments LLC Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects.	Finance
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Marquette University Marquette University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services