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Charles G. Frank, CFA
Vice President and Senior Portfolio Manager

Chuck is responsible for portfolio management, strategy and research for private client fixed-income assets and is a member of the all-cap, mid-cap, and equity income teams. Chuck is also a member of the investment team that has managed the Stewart Capital Mid Cap Fund since it commenced operations in December 2006.

He has over 28 years of investment management experience and has been with S&T for over 20 years. Prior to joining Stewart Capital Advisors and S&T Wealth Management Group, he was a portfolio manager with Rhode Island Hospital Trust and the Princeton Trust Company.

Chuck is a graduate of the University of Pittsburgh and the University of Rhode Island Graduate School of Business. He holds the Chartered Financial Analyst® designation.

Chuck speaks with the financial press on the bond markets. He has been quoted in Credit Investment News, Bloomberg News, and Investment News.



 
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