303 Wyman Street
Waltham, MA 02451
Roman founded the firm in 2012 to provide investment advice focusing on active asset allocation, as a way of improving portfolio risk-return compared to a passive index. The firm’s strategy is powered by research and the unique equity forecasting model that Roman developed over the previous decade.
Prior to founding Model Capital, Roman ran a consulting firm Performance Analytics Inc., which worked primarily with large pension firms to help them build their global tactical asset allocation programs. In prior years, Roman worked at buy-side investment firms JH Investments (2008-2010), CypressTree (2006-2008), and John Hancock Life Insurance Company (1998-2006). He focused on asset allocation, fixed income, credit markets, and derivatives; and developed risk management and valuation models.
Roman holds a M.Sc. degree in Finance from Bentley University in Waltham, MA. He is a CFA charter holder. Roman has several papers on investment risk and tactical management published in financial journals.
Frank directs business development activities for the firm, identifying RIA and other investment managers interested in utilizing Model Capital’s fundamental, forward-looking approach to asset management.
Frank brings to the firm over twenty years of sales management experience, with a record of delivering sustained customer and revenue growth at Wall Street Prep, Varden Technologies, Exivity, DYS Analytics, NewsEdge, and Digital Equipment Corp.
Frank received his B.S. in Economics from The Wharton School at the University of Pennsylvania.
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