Manny Frangiadakis

About Manny Frangiadakis

I come from a long line of entrepreneurs and am still very much involved in the operations of Costas Provisions, my family’s business and the largest privately-owned food distribution company in the northeast. Growing up in Westwood, MA, I spent summers and weekends learning every aspect of the business. As a member of the purchasing department, I specialized in following the oil markets and predicting market trends.This interest in global markets and commodities trading led me to pursue a B.A. in Finance at Bryant University. After graduating, I began my career in wealth management at Morgan Stanley as an Assistant Financial Advisor, where I applied my financial expertise to working with family-owned businesses and high net worth individuals. In 2014, I co-founded Twelve Points Wealth Management (TPWM), a Registered Investment Advisor (RIA) firm that assumes fiduciary responsibility. This enables me to put my clients’ needs first and create financial plans based on their own unique needs and values.I believe you find the best value where others aren’t necessarily looking, and I apply this to my work. As the financial reporter for the Radio Entrepreneurs show, I share wealth advice for business owners on a monthly basis. In my spare time, I enjoy golfing, cooking, and spending time with friends and my big, loud Greek family. I am an avid supporter of the Best Buddies program, my alma mater and the football program at Bryant University. I currently reside in Boston’s Financial District.I hold Series 3, 7 and 66 securities licenses and a life insurance license and am licensed to do business in MA.

Experience

1. Principal

   Twelve Points Wealth Management

   Jun 2014 — Present

Education

• Bryant University

  Bachelor of Science (B.S.), Finance and Financial Management Services

  2007 — 2011

Skills

• Portfolio Management
• Strategic Financial Planning
• Wealth Management
• Equities
• Asset Allocation
• Investments
• Financial Modeling