Jason Frank Appointed President of Nottingham Investment Services, Inc.

Veteran wealth manager to lead strategic initiatives and strengthen advisor capabilities

Published on Feb. 3, 2026

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Nottingham Investment Services, Inc. (NISI) has appointed Jason Frank as its new President, succeeding Paul Restante. Frank, who joined NISI as Deputy President in 2025, brings over two decades of experience in wealth management and financial services, previously holding roles at Morgan Stanley and HSBC. As President, Frank will focus on strengthening advisor capabilities, supporting practice development, and elevating the client experience.

Why it matters

The appointment of Jason Frank as President of Nottingham Investment Services, Inc. signals the firm's commitment to expanding its financial planning services, deepening advisory relationships, and enhancing collaboration with retail banking partners. Frank's extensive experience in wealth management is expected to help drive strategic initiatives that reinforce NISI's market position.

The details

Frank will leverage his experience helping advisors think and operate like business owners to strengthen advisor capabilities, support practice development, and elevate the client experience. He will also lead strategic initiatives to reinforce the firm's market position, focusing on expanding financial planning services, deepening advisory relationships, and enhancing collaboration with retail banking partners.

  • Jason Frank joined NISI as Deputy President in March 2025.
  • Frank was appointed President of NISI, effective January 1, 2026.

The players

Jason Frank

The new President of Nottingham Investment Services, Inc., who brings over two decades of experience in wealth management and financial services, previously holding roles at Morgan Stanley and HSBC.

Paul Restante

The former President of Nottingham Investment Services, Inc., who led the firm through significant growth during his tenure and will now transition into a new role supporting wealth management initiatives.

Nottingham Investment Services, Inc. (NISI)

A firm that offers clients comprehensive investment and insurance services, including personal and business retirement planning, education planning, financial planning, estate planning, and investment management.

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What they’re saying

“I'm honored to step into the role of President and continue building on the foundation Paul has established. I look forward to working with our talented team to strengthen our brand, deepen client relationships, and deliver customized solutions that help clients pursue their goals.”

— Jason Frank, President, Nottingham Investment Services, Inc.

The takeaway

The appointment of Jason Frank as President of Nottingham Investment Services, Inc. reflects the firm's commitment to expanding its financial planning services, deepening advisory relationships, and enhancing collaboration with retail banking partners. Frank's extensive experience in wealth management is expected to drive strategic initiatives that reinforce NISI's market position and strengthen its brand.