Frank Del Villar, CFA
Principal Owner & Advisor
Frank Del Villar is a finance and community-development leader who helps mission-driven organizations turn complex information into clear decisions—especially in portfolio monitoring, covenant analysis, structured deal review, program design, and AI-enabled workflows.
Clarity Under Pressure
When files are messy, reporting is behind, or structures are complicated, Frank helps teams get to:
What's true
Numbers, covenants, triggers, performance drivers
What matters
Risk, compliance exposure, decision points
What to do next
Prioritized actions and borrower questions
How Frank Works
Dignity & Transparency
Plain English, clean documentation, no drama.
Partnership Mindset
Built to support internal teams—not replace them.
Practical Innovation
AI where it reduces rework, with human accountability.
Community Lens
Stronger portfolios keep capital flowing where it's needed most.
Expertise That Delivers
Portfolio Maintenance
Annual reviews, watchlist monitoring, covenant testing
Complex Deal Reviews
NMTC/HTC/LIHTC and multi-party transactions
Program Development
Policies, SOPs, metrics, and launch support
AI Automation
Faster spreading/reporting with governance controls
Education
Workshops and coaching teams can apply immediately
How It Feels to Work with Frank
You can expect a structured, professional engagement focused on delivering clear results.
Credentials
Frank is a CFA charterholder and works nationally (remote), with availability for select on-site engagements.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
Ready to Work with Frank?
Book a 30-minute Portfolio Audit to discuss your portfolio challenges and see how RealTree can help.
Book a Portfolio Audit