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Frank Gregory, J.D., AIF® has a long and varied career in the financial services industry. Frank began their career as a Sales Associate at Ferguson Enterprises in 1987. In 1992, they moved to Verner, Lipfert, Bernhard, McPherson & Hand as an Associate. In 1999, they joined Lord, Abbett & Co. LLC as Partner, Director of Retirement Platforms. In 2014, they became Chief Distribution Officer at BPV Capital Management - Back Porch Vista, where they oversaw the buildout of all distribution channels and relationship management functions for the firm, and assets rose from $140m to over $2.3b during their time with the firm. In 2018, they co-founded BHIRED and served as Chief Operating Officer, and also served as Director of Development for ProsperAmerica.Org, bringing financial literacy training to all who need it. In 2019, they were a Senior Business Development Consultant for iraLogix and an Advisory Board Member for INFIN Advisory. In 2020, they co-founded Knightwerx and serves as Chief Strategy Officer.

Frank Gregory, J.D., AIF® attended Duke University School of Law from 1989 to 1992, where they obtained a Doctor of Law (J.D.) degree in Law. Prior to that, they attended Villanova University from 1983 to 1987, where they obtained a BS degree in Finance & Marketing. Frank also holds a Certified Investment Management Analyst from The Wharton School and an Accredited Investment Fiduciary from the University of Pittsburgh.