Frank Oddo began his career in the Financial Services Industry in 1979 at the Chicago Board of Trade and has been a part of the Atsaves Oddo Financial Group at UBS since 2000. As a former interest rate arbitrage trader, Frank is experienced in handling and managing various aspects of his clients' portfolios. Frank believes that most investors take excessive risk to achieve their goals and enjoys educating clients about a variety of strategies. The focus is not only on growing financial assets, but also protecting assets and assuring legacies. Frank earned a Master's Degree in Economics from the University of Illinois and a Bachelor of Arts Degree in Economics from DePaul University in Chicago. Additionally, Frank was an Assistant Teaching Professor at the University of Illinois in Economics and Statistics. Frank has earned his FINRA Series 3, 7, 63, 65 licenses and Life & Health Insurance license. Frank completed the CIMA designation at the University of California-Berkeley in 2004 to provide clients with a higher level of investment analysis. As a result, he understands how to look beyond performance figures to determine whether a manager is truly adding value to a client’s investment program and will help meet the client's financial goals. In 2020, Frank was named a Best-In-State Wealth Advisor for Illinois by SHOOK Research and Forbes.
Frank has volunteered since 1993 at COSI (Sponsoring and spending time on Geneva Lake with children who have cancer) and Erie Neighborhood House supporting St. Joseph Day (providing meals and activities to immigrant families). In addition Frank is a member and sponsor of Max McGraw Wildlife Foundation, which promotes outdoorsman mentoring and protection of lands for future generations. He and his wife are Guarantor Donors of Ravinia Music Festival, a place to relax and spend time with clients.
Frank states the most rewarding part of his life has been to watch his children, Anthony and Monica, grow and achieve many successes in their lives. When out of the office, Frank enjoys travelling with his wife Sian, skiing and cooking.
CIMA® is a registered certification mark of the Investments & Wealth Institute™ in the United States of America and worldwide. Accolades are independently determined and awarded by their respective publications. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures.
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