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|Partner, Director of Retirement Platforms|
Frank Gregory, a Partner and Director of Retirement Platforms, Institutional Investment Services at Lord Abbett, is responsible for overseeing all relationship management, sales, and marketing regarding Lord Abbett's IODC and IOVA partners. His focus includes defined contribution, defined benefit, variable annuities, variable universal life, 401(k), and other retirement plans.
Mr. Gregory, who has more than 10 years of experience in the financial services industry, joined Lord Abbett in 1999 as a Regional Manager, helping financial advisors with their investment needs through Lord Abbett's mutual funds, separately managed accounts, and small-business 401(k) products. He was named Partner in 2008.
Before joining the firm, Mr. Gregory was a labor and employment attorney whose practice included advising clients regarding matters pertaining to the Employee Retirement Income Security Act (ERISA).
He currently is an active member of the Insured Retirement Institute (IRI), serving as the chairman of its Asset Manager Leadership Committee. He also has been a presenter at several IRI and Certified Investment Management Analyst (CIMA) conferences.
Mr. Gregory earned his JD from Duke University and his BS in business administration/marketing from Villanova University. He also is a holder of both the Certified Investment Management Analyst (CIMA) and the Accredited Investment Fiduciary (AIF) designations.