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Biographies

Frank S. Bond, Certified Financial Planner®

Education10

Frank, a Deerfield Academy alumnus, earned a Bachelor of Arts, with a concentration in International Economics from Cornell University, as well as a Masters of Business Administration with a concentration in Finance and Entrepreneurship from the Babson Graduate School of Business.

Frank is a CFP Board Certified Financial Planner and has completed Securities Industry Qualification Exams including
the FINRA Series 7, Series 6, Series 65 and Series 63.

Experience

As a Mutual Fund Portfolio Administrator at State Street Bank, Frank gained valuable experience behind the scenes of the
mutual fund industry.  After completing his MBA, Frank became an International Financial Analyst at Boston Scientific Corp.,
a multinational NYSE traded company, where he dealt with such issues as corporate budgeting, currency hedging, and financial statement analysis.

Since founding Bond & Co., Frank has assumed the role of Investment Manager and Financial Planner, spearheading the company’s transition to fee-only investment management and comprehensive financial planning.  He currently manages more than 47 million dollars* in assets for both individual investors and company sponsored retirement plans.    

Frank is on the Board of Directors and Investment Council for the Needham Community Council.  He is also an active member of the Financial Planning Association of Massachusetts and several professional study groups.
 
 

Erica Kapalis Bond, Director of Marketing and Operations

Education

Erica earned a Bachelor of Arts, with a concentration in Economics from Colgate University, as well as a Masters of Business Administration with a concentration in Marketing from the Babson Graduate School of Business.

Experience

Erica has had a varied and diverse career in Marketing.  For many years, she worked in Boston and New York City in the fashion industry as sales and marketing managers for several Seventh Avenue companies. 

After graduate school, Erica entered the consumer electronics industry, working for Bose Corporation, a multi-million dollar international company.  At Bose, she became the Sr. Product Manager for a $100 million business, developing and marketing new products and programs.  In 1998, however, the entrepreneurial bug she caught at Babson finally persuaded her to leave her corporate career at Bose to join Bond & Co., where Erica is primarily responsible for the operations, marketing, and client services areas of the business.

Erica is on the Board of Directors of the Rotary Club of Needham. She is also on the Board of Directors for Gift of Life New England, a non-profit organization that works with Boston area hospitals to provide life-saving heart surgury to indigent children worldwide, and she is an active member of the League of Women Voters Needham and the Armenian Women’s Welfare Association.
 
 

Personal
Erica and Frank are partners of Bond & Co.  They met while pursuing their Masters degrees at Babson Graduate School of Business. They have three children who keep them very busy when they are not working.
 
 
 
 

159 Warren Street. PO Box 920139
Needham MA, 02492
tel. 781-449-8100, fax. 781-915-0693

 


* as of 09/25/07, varies with market fluctuations.
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Bond and Company, Inc. is an SEC Registered Investment Adviser and notice files in the state of Massachusetts.  This web site is not deemed to be a solicitation for advisory services in any state for which Bond and Co. does not notice file or is not exempt from registering. Bond & Co.'s web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Bond & Co. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of Bond & Co., please contact the SEC or Massachusetts Security Division. A copy of Bond & Co.'s current written disclosure statement discussing business operations, services, and fees is available from Bond & Co. upon written request or via the SEC website. Bond & Co. does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Bond & Co.'s web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.