Frank Mangone

Senior Relationship Manager @ Family Office Exchange

About

I am a financial services relationship executive with deep experience serving ultra-high-net-worth families, family offices, and institutional clients. Over my career, I’ve managed multibillion-dollar client relationships, led complex onboarding and multi-entity family office structures, and built long-term partnerships rooted in trust, discretion, and measurable results. My background spans traditional institutions and emerging wealth-tech platforms, enabling me to bridge high-touch relationship management with modern client experience expectations. I’ve partnered with sophisticated stakeholders—family principals, CIOs, advisors, attorneys, and private bankers—to deliver coordinated wealth solutions across investments, trust & estates, liquidity, and banking I hold an MBA in Financial Management from Pace University and a Bachelor of Science in Business Administration from Manhattan College. I am proficient in various software platforms, including Salesforce, Google Suite, and MS Office.

Country

United States

City

Hartsdale

Industry

Financial Services

Skill

Financial Reporting, Team Management, Business Relationship Management, Stakeholder Management, Critical Thinking, Executive-level Communication, Client Analysis, Risk Management, Investment Strategies, Collaborative Leadership , Customer Relationship Management (CRM), Teamwork, Account Management, Business Development, Team Leadership, Anti-Money Laundering, Investments, Wealth Management, Financial Services, Estate Planning

Experience

Senior Relationship Manager

Family Office Exchange

2026-2 - Present · 8 mos

Financial Controller

JSAML, Inc.

2023-4 - 2026-2 · 2 yrs 11 mos

Purchase, New York, United States

SVP, Wealth Advisor

Farther

2022-7 - 2023-4 · 10 mos

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. Positioned each portfolio for future growth by focusing on risk-aligned, goal-driven investment strategies.

Group Manager

BNY Wealth

2022-1 - 2022-7 · 7 mos

New York, New York, United States

Having prioritized the client experience for over two decades, I helped families create lasting legacies. Guided a team of four relationship managers and billions in assets. Modernized technology and maintained our competitive edge by leveraging Salesforce to ramp up organizational performance and fine-tune our client communication strategy, done seamlessly without losing the human touch.

Lead Manager, Account Management

BNY Wealth

2021-7 - 2022-4 · 10 mos

Sr. Relationhip Manager

BNY Wealth

1999-9 - 2022-4 · 22 yrs 8 mos

As a senior relationship manager for BNY Mellon Wealth Management, I work directly with clients to address their investment and wealth management needs.

Assistant Vice President

Chase

1994-3 - 1999-8 · 5 yrs 6 mos

• Administered various U.S. and foreign custody accounts, with total assets under administration of $3 billion. • This involved answering inquiries from clients, researching and resolving problems, cross-selling additional products and services, visiting clients to demonstrate on-line banking functions, interpreting financial documents, maintaining effective customer relations, ensuring regulatory compliance with all federal and bank standards, and providing quality customer service.

Audit Manager

Meridian International VAT Consulting

1992-9 - 1994-3 · 1 yr 7 mos

• Assisted major corporations throughout the US and Canada in reclaiming the value-added tax incurred on overseas business travel. • Specific duties included extensive travel to client sites, supervising audits in clients' tax departments, analyzing receipts, determining which expenses were eligible for a VAT refund, and presenting results to upper-level management. • Involved with new business development, which entailed researching companies with international operations, generating referrals from existing account base, and maintaining effective client relations