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Building Something Special

Frank Mauro’s 36-year career in the financial industry is no accident – it’s something he planned from the start. “I did my degree in finance and did another in urban land economics,” he says. “I graduated in 1984, and straight out of university, I got into this industry.”

Today a senior financial advisor, director of Wellington Altus Holdings and EVP of Wellington-Altus Private Wealth, Mauro started his career at Prudential Bache Securities and later moved to Dean Witter, which was eventually sold to Midland Walwyn. “I first met [Wellington-Altus co-founder] Charlie Spiring at Midland Walwyn and, many years later, joined him as a partner at Wellington West in 2007,” Mauro says. Over the next four years, Spiring and Mauro doubled the size of the firm before selling Wellington West to National Bank in 2011.

Following the sale, Mauro and colleague Todd Degelman spent six years with the bank but eventually realized they weren’t cut out for that environment – their entrepreneurial spirit was still very much alive. Along with Spiring, “we decided to strike out one more time, with the aim of becoming the premier private wealth management firm in the country,” Mauro says. “In 2017, we started Wellington-Altus.”

Click here to read the full article originally published on Wealth Professional on July 9 2020.

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The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

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