Frank McAleer Email & Phone Number
Director of Longevity and Vitality Planning @ Key Financial, Inc.
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Frank McAleer Location
- Philadelphia, PA, US
Frank McAleer Work
- Director of Longevity and Vitality Planning @ (February 2026 - Present)
- President @ The McAleer Family Office (January 2026 - February 2026)
- Senior Vice President - Wealth Planning, Global Wealth Solutions @ (April 2014 - December 2025)
- Senior Vice President @ (July 2008 - January 2014)
- Executive Vice President and Managing Partner @ Constellation Funds Group & BHR Institutional Funds (September 2003 - June 2008)
- Senior Vice President @ (March 2002 - September 2003)
- Director @ (September 1999 - March 2002)
- Vice President @ (March 1993 - September 1999)
- Vice President - Regional Director @ (January 1989 - March 1993)
Frank McAleer Education
- Drexel University
B.S. (Business/Accounting)
Frank McAleer Skills
- Uniform Combined State
- Uniform Combined State Law
- Finance
- Tax
- Strategic Financial Planning
- Certified
- FINRA
- Certified Investment Management Analyst
- Series 65
- Financial Advisory
- Financial Services
- Sales
- Mutual Funds
- Accounting
- Equities
- Separately Managed
- Management
- Certified Investment
- Private Equity
- 401k
- Retirement Planning
- Strategic Planning
- CIMA
- Separately Managed Accounts
- Retirement
- Team Building
- Fixed Income
- Series 24
- Strategic Financial
- Estate Planning
- Variable Annuities
Frank McAleer Summary
- Frank McAleer, based in Philadelphia, PA, US, is currently a Director of Longevity and Vitality Planning at Key Financial, Inc.. Frank McAleer brings experience from previous roles at The McAleer Family Office, Raymond James, Janney Montgomery Scott and Constellation Funds Group & BHR Institutional Funds. Frank McAleer holds a B.S. in Business/Accounting @ Drexel University. With a robust skill set that includes Uniform Combined State, Uniform Combined State Law, Finance, Tax, Strategic Financial Planning and more. Frank McAleer has 1 emails and 1 mobile phone numbers on RocketReach.
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