Connectus Private is a part of Connectus Wealth Advisers. We are dedicated to providing exceptional service in a considered and professional way. Supported by global resources, we provide access to opportunities with the personalized attention of a wealth management boutique.
Each client relationship begins with a careful evaluation of their unique goals, preferences and family dynamics. We tailor a fully integrated wealth management plan based on their needs—strategies to invest assets, transfer wealth, manage risk, maximize philanthropic impact, reduce family conflict and enhance overall value.
Connectus Wealth Advisers is a partner firm of Focus Financial Partners, a global network of over 90 independent, fiduciary wealth management and financial services firms. By joining this group of collaborative, like-minded advisers, we will be able to offer expanded client service and investment offerings, specialized expertise, and enhanced technology. To learn more, please visit www.connectuswealth.com.
Connectus Private functions as the “core” of our client’s financial life. We collaborate closely with our client’s other professionals (attorneys and accountants) to ensure that all elements of their strategic plan are working together seamlessly and synergistically.
Frank Mentone, CFA is a Managing Director and Senior Wealth Advisor with Connectus Private. In this role, he works with clients to simplify their financial complexities, invest in and plan for the future. Frank is passionate about leveraging his education and CFA charter to provide clients holistic financial services, and he enjoys building relationships and helping clients and their families navigate wealth.
Beginning as an analyst at Goldman Sachs in 2012, Frank has worked in wealth management and private banking for a decade. Following Goldman Sachs, he spent seven years as an investment specialist at J.P. Morgan in New York City, where he served as a subject matter expert for SMAs, mutual funds and ETFs that were available on the platform. At J.P. Morgan, he also partnered with advisors across the US to build portfolios and allocate assets for clients.
Frank resides in Miami and is a member of the Miami CFA Institute. Outside of work, he’s a New York Yankees fan who enjoys competing in triathlons, golfing, tennis, cooking and renovating his home. He also enjoys spending time with his wife and traveling to see his family, including his three nephews and Brazilian in-laws.
Daniel López is a highly accomplished investment professional with extensive expertise in wealth management, private equity, and corporate finance spanning over two decades. At Connectus Private, he offers investment advisory services to ultra-high net worth individuals, entrepreneurs, and family offices located in Florida, prioritizing a deep understanding of their unique financial needs and goals. Furthermore, he has extensive experience working with offshore clients seeking capital markets and family office solutions.
Daniel is a trusted partner for both institutional and private clients, specializing in managing complex financial situations with a focus on efficiency and risk management. He harnesses the power of cutting-edge technology coupled with his unique experiences to deliver tailored financial planning and portfolio management services.
A graduate of the University of Pennsylvania with a Bachelor's Degree in Economics, Daniel holds a Chartered Financial Analyst designation from the CFA Institute. He is an active member of both the CFA Institute and the CFA Society of Miami, constantly expanding his knowledge and staying abreast of the latest industry trends.
When not working, Daniel enjoys spending quality time with his wife, Katie, and their two boys. Family is of utmost importance to him, and he cherishes any opportunity to cook, play, and relax with them.
Ambar is a highly experienced client service professional with an extensive background in the financial industry. In her current role at Connectus Private, she plays a critical role in spearheading all aspects of client service, working closely with teammates across the firm to ensure seamless onboarding, account maintenance, and capital deployment. Ambar is a skilled project manager who effectively coordinates the team's resources and ensures that all subject matter experts are kept in the loop to deliver exceptional service to clients.
Prior to joining Connectus Private, Ambar served as the lead account manager for a boutique financial planning firm with over $50 million in assets under management. In this capacity, she managed client relationships and ensured the successful day-to-day operations of all clients. Additionally, she gained a comprehensive skillset in the insurance industry.
Ambar holds an MBA in Finance from Florida International University and earned a double Bachelor's degree in International Relations and Political Science from the same institution. Outside of work, she enjoys exploring new cultures and cuisines through travel and spending quality time with friends and family.