Frank T. Waterson

Finance

Consumer Services

Profile

Mr. Waterson joined Homrich Berg in 2004.
Prior to that, he worked with The Ayco Company, a Goldman Sachs company.
At Ayco, he worked on a team that provided comprehensive financial planning to high-net-worth individuals.
Areas of focus included investment planning, income tax planning, cash flow analysis, retirement planning, estate planning and risk management.
Mr. Waterson graduated cum laude with a bachelor's degree from Siena College in Loudonville, N.Y.
He is a member of the National Association of Personal Financial Advisors.
He enjoys working with local charities, playing soccer and running.

Former positions of Frank T. Waterson

Companies	Position	End
The Ayco Co. LP The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations.	Corporate Officer/Principal	-
Homrich & Berg, Inc. (Investment Management) Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices.	Corporate Officer/Principal	-

See the detail of Frank T. Waterson's experience

Training of Frank T. Waterson

Siena College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies