Phil Frattali

Financial Analyst

Phil has been a member of the Sanderson team since 2014. As a Financial Analyst, he provides support to our wealth managers, prepares client reports, and executes trades. In addition, Phil is a member of our investment committee and assists in the preparation of investment research.

Phil is a 2019 Level III CFA Candidate and a Notary Public.

Experience and credentials.

  • Trader/Research Associate | WNY Asset Management, LLC
  • Loan Delivery Specialist | M&T Bank
  • Member of the CFA Institute and CFA Society of Buffalo
  • BS in Business Finance, magna cum laude | SUNY Fredonia

Put our experience to work for your wealth.

Schedule a consultation to learn more about our investment services.

  • This field is for validation purposes and should be left unchanged.