TEAM

Frank C. Lim

Vice President
Portfolio Manager

Expertise:

Portfolio Manager for FCI’s option income and concentrated covered call portfolios

Experience:

Joined FCI in 2010 from Wilson/Bennett Capital Management, Inc. /Cardinal Trust and Investments, where as Associate Portfolio Manager his responsibilities included providing assistance and investment research to the portfolio management team, as well as being the primary trader for Wilson/Bennett’s value-based and options-based portfolio strategies. He was also responsible for managing asset allocation, fixed income, and cash management strategies.

Began his career as a Financial Advisor with Ameriprise Financial,
(formerly American Express Financial Advisors.)

Education:

BS in Economics, Virginia Tech University

Contact Info:

703-736-8389
Frank.Lim@fciadvisors.com