Frank Mihail, CFA
As an integral team member of Runyan Capital Advisors, Frank Mihail helps review investment options, manages investment portfolios, handles new client acquisition and oversees client service requests. He is responsible for ensuring that investment allocations are consistent with investment policy statements and helps develop financial projections that help investors achieve their financial goals, such as retirement, income generation, and legacy planning.
Frank began his career working as an engineering consultant in the oil and gas sector. In 2010, Frank transitioned into financial services. Upon a chance introduction, Jeff immediately recognized Frank's work ethic, desire for success, and willingness to get the job done so he invited Frank to his office for a long-term career discussion. From that afternoon forward, Frank has been a thought leader at Runyan Capital Advisors and he's been in the Beverly Hills office serving a growing number of clients ever since.
Frank works alongside Jeff in the investment decision-making process by researching and analyzing suitable investments. Together, they maintain an approach consistent with the Prudent Investor Rule by considering the entire investment portfolio and diversifying across asset classes such as equities, fixed income and alternatives. Frank reviews investment portfolios and, when appropriate, recommends reallocations with respect to changes in investor circumstances or economic conditions. Frank is extraordinarily thoughtful in his analysis, decision-making and idea generation. He always adheres to a high standard of professional ethics and demonstrates integrity congruent with going above and beyond to provide superior client service.
Frank holds a B.S. in Mechanical Engineering from UC Santa Barbara and is currently enrolled in the Fully-Employed MBA Program at UCLA Anderson School of Management. Additionally, Frank is a CFA® charterholder and a member of the CFA® Society of Los Angeles. In his free time, Frank enjoys international travel and exploring world music, dance and cuisine.
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