Francesca “Frankie” Lagrotteria
OPERATIONS & FINANCIAL ADVISOR
Frankie Lagrotteria is part of the operations team at Payne Capital Management (PCM). In this role, she co-leads (along with Jennifer Angell) the process of selecting, training, and working with PCM interns. Together they also run the proposal desk, a series of reports analyzing the current strategies of prospects versus the suggested strategies of Payne Capital. In addition, she assists the PCM radio show by sending out information packets to interested listeners, following up with prospects, and answering calls.
“I found an interest in wealth management because it allows for a dual mix of analytics and social skills,” says Frankie. “I first started as an intern at PCM during my junior year in college, when my role was solely working on proposals. However the longer I stayed, the more responsibility I was given, eventually being able to call prospects and clients. This introduced me to how Payne Capital differentiates itself through impeccable service. Clients are not just account numbers here.”
Frankie hails from Hammonton, New Jersey, the “Blueberry Capital of the World.” She graduated from St. John’s University in New York City with a bachelor’s degree in business management and minor in international studies.
In her spare time, Frankie enjoys traveling and feels there’s nothing like exploring new places and cultures. She has visited a few European countries, several states and a few Caribbean islands. A devoted music fan, she also checks out as many different concerts as she can.