516-605-2215

Shelter Rock Management, LLC is an independent registered investment advisory firm that actively manages retirement and discretionary assets for individuals, families and corporate clients

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Location
375 North Broadway, Suite 207
Jericho, New York 11753

Andrew Frank

Executive Vice President

Andrew Frank

Andrew is Executive Vice President of Shelter Rock Management. He is responsible for managing client relationships, business development and corporate operations. Andrew is a seasoned financial services executive with three decades of investment-related industry experience in institutional sales and trading, portfolio and wealth management. Prior to Shelter Rock, Andrew was an institutional sales and trading Managing Director and Vice President at firms including Penserra Securities, HSBC Securities, the New York Stock Exchange, Jefferies & Company and Instinet Corporation. At these firms, he helped manage trading relationships with some of the world’s largest institutional investment companies. Prior to this, Andrew was a portfolio manager at Sanford Bernstein & Company, where he invested over $700 million in assets for wealth management clients. Andrew began his professional career with Merrill Lynch, in a financial advisory capacity, where he provided retirement plan expertise to small business corporations.

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Biography

Andrew is Executive Vice President of Shelter Rock Management.

Andrew is Executive Vice President of Shelter Rock Management. He is responsible for managing client relationships, business development and corporate operations. Andrew is a seasoned financial services executive with three decades of investment-related industry experience in institutional sales and trading, portfolio and wealth management. Prior to Shelter Rock, Andrew was an institutional sales and trading Managing Director and Vice President at firms including Penserra Securities, HSBC Securities, the New York Stock Exchange, Jefferies & Company and Instinet Corporation. At these firms, he helped manage trading relationships with some of the world’s largest institutional investment companies. Prior to this, Andrew was a portfolio manager at Sanford Bernstein & Company, where he invested over $700 million in assets for wealth management clients. Andrew began his professional career with Merrill Lynch, in a financial advisory capacity, where he provided retirement plan expertise to small business corporations.

Mr. Frank has a BA in Political Economy from Tulane University. He is an avid golfer.  Andrew and his wife Colleen live in Edgemont, New York, and they have two sons Griffin and Devin.