Arlene Francis headshot
Our Team

Arlene Francis

Vice President and Sr. Portfolio Administrator

Arlene joined the firm in 2006. Previously, she spent five years as a Fixed Income Product Specialist for Bank of America focused on building relationships within the salesforce. Prior to Bank of America, she spent seven years as the Marketing Manager for the Unit Investment Trust team at Oppenheimer & Co. Before Oppenheimer & Co. she was a UIT wholesaler covering the Metro New York area. She attended Brooklyn College studying Business Administration.