Dave Francati, Jr.

Wealth Management Associate

“The success of a country’s economy ultimately depends on trust. When managing money, one must look behind the numbers to establish that trust and build confidence with the client.”

Our newest member to ACG, Dave’s past work experiences focused on operations and investment compliance with both State Street and Bank of America. As a Wealth Management Associate, he will assist with investment due diligence and portfolio management. He holds a BA in Economics from Syracuse University.