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Frank Riccio

Global Wealth Management


Mr. Riccio is an executive vice president on the global wealth management team and the head of field sales. He leads a team responsible for marketing mutual funds, managed accounts, and other investment products to financial intermediaries in the United States. Prior to his current role, he was a divisional sales manager leading a team covering the central U.S. and prior to that an account manager covering financial advisors in Colorado, New Mexico, and Texas. He joined the firm in 2000. He has 21 years of investment experience and holds an undergraduate degree in business administration from the University of North Carolina - Chapel Hill. He holds the Certified Investment Management Analyst® designation and is a CFA charterholder.

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