Phil Frattali, CFA

Financial Adviser

Phil joined the Sanderson team in 2014 and has contributed to the firm in a multitude of ways including managing client relationships, mentoring new employees, and holding a senior member position on the Investment Committee.

His decade of experience is rooted in the banking industry and as a trader/research associate at WNY Asset Management, LLC. As a Financial Advisor at Sanderson, Phil collaborates on client portfolios and spearheads alternative investment opportunities. Phil is a Chartered Financial Analyst (CFA) and a Notary Public. As a SUNY Fredonia alum, Phil graduated magna cum laude with a Bachelor of Science degree in business finance.

Phil is heavily involved with the Office Administration team for the firm’s charitable activities and staff events. Outside of Sanderson, he serves as a member of the CFA Institute, the CFA Society of Buffalo, and Vistage Emerging Leaders.

Experience and credentials.

  • Chartered Financial Analyst® (CFA®)
  • 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

Personal interests.

Phil resides in Getzville with his wife and children and their rescue pitbull, Josie.

Put our experience to work for your wealth.

Schedule a consultation to learn more about our investment services.