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Drew Frantz
Portfolio Manager and Sr. Investment Analyst at Skyview Investment Advisors, LLC
About
The search results did not return any specific information directly linking Drew Frantz to SKYVIEW INVESTMENT ADVISORS, LLC, nor did they confirm his current role, industry focus, or detailed career achievements beyond a general reference to his investment experience at KB Financial Companies. Therefore, the biography provided below is based only on the user-supplied details, respecting the instruction not to hallucinate or mix up identity. All claims in this bio should be verified independently by the user.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| SkyView Investment Advisors | Portfolio Manager and Sr. Investment Analyst | Oct 2023 to Present | — |
| SkyView Investment Advisors | Senior Investment Analyst | Aug 2022 to Present | — |
| KB Financial Companies, LLC | Director of Investment Research | Feb 2020 to Aug 2022 | -Investment Portfolio Design -Asset Allocation -Manager Selection and Due Diligence -Capital Markets Research -Complex Investment Reporting |
| KB Financial Partners | Analyst - Portfolio Design | Feb 2013 to Feb 2020 | — |
| Northern Trust | Account Manager | Jul 2011 to Feb 2013 | — |
| Northern Trust | Relationship Associate | Sep 2008 to Jul 2011 | — |
| Morgan Stanley | Portfolio Analyst | Jun 2007 to Sep 2008 | — |
Education
University of Maryland College Park
Bachelor's degree, Economics
2004 — 2007
Clarkson University
Entrepreneurship/Entrepreneurial Studies
2003 — 2004
Skills & Expertise
Investments
Valuation
Financial Analysis
Microsoft Excel
Mutual Funds
Series 63
Wealth Management
Asset Allocation
Asset Managment
Accounting
Not for Profit
Alternative Investments
Investment Modeling
Portfolio Management
Quantitative Research
Capital Markets
Due Diligence
Securities
Investment Management
Project Management
Financial Modeling
Others at Skyview Investment Advisors, LLC (5)
| Name | Role | Location |
|---|---|---|
 | Senior Investment Analyst | New York, NY , United States |
 | Partner and Portfolio Manager | United States |
 | Investment Analyst | Milltown, NJ , United States |
 | MANAGING PARTNER | Rumson, NJ , United States |
 | Managing Partner and Chief Investment Officer | Red Bank, NJ , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
C Claire Comerford | Senior Vice President - Advisor Solutions | Advisors Capital Management, LLC | New York, NY , United States |
 | Managing Director & Partner; Director of Investment Research & Corporate Development | Advisors Capital Management, LLC | Ridgewood, NJ , United States |
