Dave Frank

Dave has been in Financial Services for over 27 years. He began his career at
Janney Montgomery Scott in Center City Philadelphia. He then moved on to the
Select Sector SPDR Etfs where he and his team were responsible for creating
and marketing the first set of etfs in the industry, the Select Sector SPDR ETFs.
He played a key role in building the company into the +$300 billion franchise it is
today.
 

Dave was hand picked for his role at CPW Advisors, joining us as a SVP and
Partner to help our clients understand what it means to have the highest quality
industry standards for financial planning and investment management. He has
extensive experience in financial planning, modern portfolio theory and
relationship management.

Dave attended Temple University, where he competed on the Division 1 Men’s
Varsity Gymnastics team all 4 years and was Co-Captain of the team his Senior
year. He won the NCAA title on Still Rings in 1995 and was a member of the US
National Gymnastics Team. He also earned the All-America Scholar Athlete
Award while at Temple. He majored in Business and Finance.
He was inducted into Temple University’s Athletic Hall of Fame in 2010 in honor
of his collegiate achievements.
 

Dave currently lives in Bucks County with his wife and two teenage children.
When he’s not working, he enjoys spending time with his family, cooking,
reading, playing tennis and the occasional round of golf. He is an active member
in his community and a number of philanthropic organizations