Frank Lessick

MBA, Sr. Director of Investments, Valmark Advisers

Frank Lessick is the Senior Director of Investments for our partner, Valmark Financial Group. In his role, he is responsible for investment trading and trade surveillance of broker-dealer and RIA accounts. This involves leading Valmark’s Best Execution Committee, as well as acting as the lead trader on all program rebalances for TOPS® products.

Frank also conducts daily trade review of Valmark’s Variable Insurance Trust assets to ensure compliance with stated guidelines. In addition to trading responsibilities, he is responsible for the creation and dissemination of quarterly performance reports on all Valmark Wealth Solutions accounts.

He earned his MBA from Ashland University, his BBA in Finance from John Carroll University and is a member of Delta Mu Delta. Additionally, Frank holds Series 7, 24 and 66 registrations.

Contact Us

62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696