
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.