Partners

Our Partners Are Your Partners

Frank Byrd, CFA

Founder and CEO

Frank Byrd founded Fielder in 2009. He has over 25 years experience in the investment industry. Frank began his career working with individual investors as a Senior Financial Consultant in Merrill Lynch’s Private Client Group. After obtaining his MBA from Columbia Business School, Frank worked in the hedge fund industry for 15 years as an analyst and portfolio manager.

Stephen Korn, CFA

Partner, Chief Investment Officer

Frank Byrd founded Fielder in 2009. He has over 25 years experience in the investment industry. Frank began his career working with individual investors as a Senior Financial Consultant in Merrill Lynch’s Private Client Group. After obtaining his MBA from Columbia Business School, Frank worked in the hedge fund industry for 15 years as an analyst and portfolio manager.

Jonathan Frazer

Partner, Head of Client Services

Frank Byrd founded Fielder in 2009. He has over 25 years experience in the investment industry. Frank began his career working with individual investors as a Senior Financial Consultant in Merrill Lynch’s Private Client Group. After obtaining his MBA from Columbia Business School, Frank worked in the hedge fund industry for 15 years as an analyst and portfolio manager.

The "Get-to-Know" Meeting.

We ask, you talk, we listen.

The Game Plan meeting.

We present your custom plan.

We Make It Happen.

We help implement your plan.

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The ongoing Check-Ups.

We help you stick to your plan.

Your Financial Dashboard.

Software to simplify your life.

The Annual Review.

We update your plan each year.