Frank Lallos

Executive Vice President, Chief Business Officer

Frank Lallos has nearly 30 years of financial services and software company expertise working with organizations across operations, product development, finance and strategy to grow their business. Mr. Lallos oversees relationship management, sales, strategic planning, and product development at Global Trust Company / NRS. Frank is recognized for his industry leading expertise in launching Collective Investment Trusts and other non-registered pooled funds for investment managers and asset owners. Mr. Lallos is also a leading authority in custom fund-of-fund administration, complex institutional transfer agency, and plan accounting.

Prior to joining NRS in 2011, Mr. Lallos held a number of leadership positions in operations, strategy and finance. He was CFO of Vantage Deluxe Travel a $150M direct marketing company. Prior to Vantage he was Vice President of finance for both Pyramis Global Advisors (a Fidelity Investments Company) and Fidelity Investment’s Institutional Brokerage Division. Earlier in his career Mr. Lallos’ roles included among others Divisional President at Online Brokerage Solutions; VP of Operations and CFO at ByAllAccounts Inc.; and Director of Finance at Fidelity Investments. Frank began his career working at Deloitte & Touche LLP focused on providing consulting services to the financial services industry.

Mr. Lallos received both his MBA in finance and corporate accounting and his BA in economics and political science from the University of Rochester. Mr. Lallos also holds a Chartered Financial Analyst designation.

Case Study

Collective Investment Trust - Successor Trustee/Proprietary Collective

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Case Study

New Collective Investment Trust – Alternative Asset Class

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