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Frank C. Fontana, CFA

 

Frank is the Founder and President of Banyan Asset Management, Inc.  He was raised in Grosse Pointe Woods, Michigan and began his professional career in the automotive industry as an engineer.  While engineering was interesting to Frank, investing had always been his passion.  Banyan Asset Management, Inc. was created in 2002 from Frank's vision of helping others the way he has helped his family.


Frank enjoys the warm, tropical weather of southwest Florida, although he is admittedly not excited about hurricane season.  His hobbies include bowling (200+ average), golf, competitive pinball, and karaoke (especially 80's rock songs).  Frank and his wife Linda have been married since 2004 and have two sons.


Favorite Quote:  "Investing is speculating enough."  - Nelson J. Kjos

Designations:

    • Chartered Financial Analyst - CFA  2003

          • CFA Institute


      Degrees:

        • Master of Business Administration  2002

              • University of Michigan Ross School of Business
              • Graduated with High Distinction

          • M.S.E. Industrial & Operations Engineering  1995

                • University of Michigan Rackham Graduate School
                • Engineering Global Leadership Honors Program

            • B.S.E. Industrial & Operations Engineering  1994

                • University of Michigan College of Engineering
                • Engineering Global Leadership Honors Program
                • Graduated Summa Cum Laude

          Community Involvement:

            • The Rotary Club of Naples

                  • Website:  External link opens in new tab or windowwww.rotarynaples.org
                  • President  2011-2012
                  • President-Elect  2010-2011
                  • Treasurer  2009-2010
                  • Secretary  2008-2009
                  • Member  2007-Present
                  • Honors:  Rotarian of the Year, Paul Harris Fellow, Distinguished Service Award, Avenues of Service Citation, Rotary Leadership Institute Graduate

                • CFA Society Naples

                      • Website:  External link opens in new tab or windowwww.cfasociety.org/naples
                      • President  2008-2009
                      • Secretary  2007-2008
                      • Member  2006-Present
                      • Honors:  Citizen of the Year

                  • Forum Club of Southwest Florida

                        • Website:  External link opens in new tab or windowwww.theforumclub.org
                        • Director  2015-2020
                        • Member  2014-Present

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