Regional Investment Consultant
Frank Anthony is responsible for supporting the development of long-term relationships with financial advisor, RIA, family office, and bank trust clients in the Southeast. He enjoys delivering investment insights, portfolio construction perspectives, and tailored solutions to help clients address their objectives.
Prior to joining Osterweis Capital Management in 2026, Frank was a Vice President and External Client Advisor at JP Morgan Asset Management, where he led client relationships and sales across the Southeast. He previously served as Southeast Regional Lead for JP Morgan’s ETF business, helping establish the region. Earlier in his career, Frank held ETF sales and investment strategy roles at PIMCO and client relationship and business development roles at Lord, Abbett & Co.
Frank graduated from Villanova School of Business with a B.S. in Business Administration. In his free time, he enjoys improving his golf game, reading and traveling, and has visited 48 countries.
