Predictive Index Profile: Craftsman

A Craftsman is thoughtful, deliberate, and precise, with an eye for managing detail-work and always following through.

CAMELOT PORTFOLIOS, LLC

1700 WOODLANDS DRIVE

MAUMEE, OH 43537

Frank Echelmeyer

CHIEF COMPLIANCE OFFICER / RELATIONSHIP MANAGER

PROFESSIONAL // Frank is chief compliance officer and relationship manager with Camelot Portfolios, LLC and serves on the firm’s investment committee. 

In his 23 years in the financial services industry, Frank has most recently worked as the chief compliance officer of an RIA and was previously portfolio manager in the trust department of a large super-regional bank. 

Frank earned his MBA in Finance from Case Western Reserve University in Cleveland, OH. Frank is advisory licensed (Series 65), a Certified Kingdom Advisor (CKA) and a Certified Securities Compliance Professional (CSCP).

PASSION // Frank and his family are active members of the Christ The King Parish in Toledo, OH where Frank serves on the parish endowment committee. In addition, Frank serves on the Board of Trustees of Baby University, a Toledo charity with the goal of breaking the cycle of poverty by supporting parents in the vital role they have in their child’s development and education. Prior to joining Baby U Frank served on the Board of Trustees of Maria Early Learning Center in Toledo, OH as the board’s treasurer for 8 years.

PERSONAL // While pursuing his MBA, Frank met his wife Dana who is an in-house litigation defense attorney. They have two children and live in Sylvania, OH. Frank loves to travel, play and coach basketball and follow international soccer.