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Frank Germack III - Rehmann

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Frank Germack III | CFA® | Director, Investment Department

Troy, MI | 248.952.5000 | Email | LinkedIn
Video Introduction

Education

BS, finance
Tulane University

MBA, finance
Pennsylvania State University

Memberships

CFA Society of Detroit, board member elected in 2010

North Woodward Technology Incubator, board member

Salvation Army of Eastern Michigan, advisory board

Service Areas | Investment analysis and portfolio design, qualified and non-qualified corporate retirement and compensation plans, economic and investment research, retirement and estate planning, closely held business consulting

Frank is the director of Rehmann's investment department and serves clients out of the Troy office.

Experience

Frank started his career in the treasurer's office of Ford Motor Company, where he assisted in the management of Ford's insurance company investment portfolio. He also worked with a team to create, launch and manage Ford Credit's new issue debt and asset-backed securities.

Frank then joined ABN AMRO Asset Management as a portfolio manager. Here, he worked with a team managing a $20 billion portfolio of institutional fixed income assets, including ABN AMRO's fixed income mutual funds.

Most recently, Frank was a portfolio manager at JPMorgan Private Wealth Management, where he advised high net worth clients on portfolio construction and strategy. Here, he focused on alternative asset classes in addition to traditional portfolio management.

In addition to portfolio management, Frank has an in-depth knowledge of qualified retirement plans as well as experience with closely held assets that enables him to bring unique solutions to clients with growing family businesses.

Frank has appeared on CNBC and has been quoted in a variety of media outlets including the "Wall Street Journal" and Bankrate.com.

He has earned the use of the Chartered Financial Analyst (CFA) designation.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Rehmann Financial and Nexia are not affiliated with Royal Alliance Associates, Inc. 1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084 | 248.952.5000.

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