Frank Schornagle, MBA

Senior Portfolio Manager

Frank brings over 30 years of investment experience to work directly with client families to provide customized investment advice and solutions. Prior to joining the firm, Frank was a Senior Family Investment Officer with GenSpring Family Offices, responsible for managing a multi-billion dollar portfolio and also serving on the Family Investment Officer Council. Frank also served as portfolio manager with Barnett Bank.  Frank earned his Bachelors of Business Administration degree from the University of Notre Dame and his Masters of Business Administration from Rollins College. Frank has been actively involved with the Crealdé School of Art in Winter Park where he has served as Board Chair and Treasurer. 

North Carolina Office


6836 Morrison Boulevard, Suite 100

Charlotte, NC 28211


Florida Office


5728 Major Boulevard, Suite 611

Orlando, FL 32819


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