Franco (Frank) Settino

Senior Investment Counsellor

CFA

Frank is responsible for overseeing the Montreal investment management services team at Kerr Financial Advisors Inc. and managing client portfolios. He leads KFA’s Investment Committee and his extensive experience in managing portfolios and broad understanding of the investment management business provide a strong foundation to help clients meet their investment objectives. Frank works closely with the team of financial and tax planning professionals at Kerr Financial Consultants Inc. to offer clients a robust, integrated, and analytical approach to investment management.

Education, Professional Designations and Certifications

  • Chartered Financial Analyst (CFA)
  • Graduate of The John Molson School of Business

Career Background

Frank started his career at a major Montreal based investment management firm over two decades ago managing accounting and administrative functions for institutional and private client portfolios. He then spent 15 years helping portfolio managers in the security selection process as an equity analyst with a major Canadian financial institution as Vice-President, Canadian Equities.

Specializations and Expertise

  • Portfolio management
  • Investment strategy

His background as an equity analyst and his leadership in the investment management field equip him to provide clients with expert guidance to meet their financial goals.

Companies

  • Kerr Financial Advisors Inc. (KFA) – Frank provides investment management services through KFA.

Specialized Service Segments