Frank Codey

Frank Codey

Adjunct Instructor
Pronouns He/Him/His
Areas of Expertise
  • Finance and Securities Markets
  • Data Analytics

Biography

Frank is the Chief Operating Officer and a Portfolio Manager at ClearShares LLC, an SEC registered Investment Advisor. He spent 21 years at Bear Stearns & Co. running the Fixed Income Prime Brokerage business, and then ran the combined businesses of each firm during the merger with JP Morgan. After leaving JP Morgan, Frank was the Chief Operating Officer at Equinox Funds Management, an advisor to alternative strategy mutual funds, and was President of their distribution broker-dealer, Equinox Group Distributors. As an independent consultant, Frank has advised global banks, broker-dealers, RIAs, and technology service companies in the areas of clearing and operations, business acceleration, and data analytics. Frank has developed and distributed several financial technology applications and tools associated with fixed income trading services, sales segmentation and distribution, and Robotic Process Automation (RPA). Frank holds a BS in Business with a Finance concentration from Boston University, and a Master of Science in Analytics degree from Villanova University.

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