Fragasso Financial Advisors
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Fragasso Financial Advisors Employees
Employee
Years
Job
Industry
Daniel Dingus Daniel Dingus's Fragasso Financial Advisors Experience February 2014 - Present
Job President and Chief Operating Officer
Industry Investment Management
Experience
Fragasso Financial Advisors February 2014 - Present
Fragasso Financial Advisors 2011 - February 2014
Fragasso Financial Advisors August 2007 - January 2011
The Standard 2005 - 2007
Federated Investors 1993 - 2003
Skills
Portfolio Management, Investments, Wealth Management, Research, Asset Management, Investment Advisory, Asset Allocation, Financial Planning, Hedge Funds, Alternative Investments, Management, Securities, Investment Management, Financial Advisory, Strategy, Leadership, Mutual Funds, Equities, Investment Strategies, Fixed Income, Retirement Planning
Education
Duquesne University 1994 — 1997
Masters in Business Administration, Finance
Duquesne University 1989 — 1994
Bachelor of Science (BS), Economics
Fragasso Financial Advisors February 2014 - Present
Fragasso Financial Advisors 2011 - February 2014
Fragasso Financial Advisors August 2007 - January 2011
The Standard 2005 - 2007
Federated Investors 1993 - 2003
Skills
Portfolio Management, Investments, Wealth Management, Research, Asset Management, Investment Advisory, Asset Allocation, Financial Planning, Hedge Funds, Alternative Investments, Management, Securities, Investment Management, Financial Advisory, Strategy, Leadership, Mutual Funds, Equities, Investment Strategies, Fixed Income, Retirement Planning
Education
Duquesne University 1994 — 1997
Masters in Business Administration, Finance
Duquesne University 1989 — 1994
Bachelor of Science (BS), Economics
Deborah Graver, CFP® CLU® AIF® Deborah Graver, CFP® CLU® AIF®'s Fragasso Financial Advisors Experience February 2014 - December 2014
Job Partner and Senior Advisor at Signature Financial Planning
Industry Financial Services
Experience
Signature Financial Planning February 2015 - Present
Fragasso Financial Advisors February 2014 - December 2014
Fragasso Financial Advisors 2009 - 2014
Fragasso Financial Advisors 2002 - 2009
Fragasso Financial Advisors 1996 - 2009
Skills
Estate Planning, Strategic Planning, Wealth Management, Risk Management, Retirement Planning, Asset Management, Life Insurance, Financial Planning, College Expense Planning, Long Term Care, Charitable Giving, Multi-generational...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1998
MBA, Finance
Penn State University 1987 — 1991
BS, Finance
Tel Aviv University 1990 — 1990
N/A, Semester Abroad Program
Allderdice High School 1983 — 1987
Signature Financial Planning February 2015 - Present
Fragasso Financial Advisors February 2014 - December 2014
Fragasso Financial Advisors 2009 - 2014
Fragasso Financial Advisors 2002 - 2009
Fragasso Financial Advisors 1996 - 2009
Skills
Estate Planning, Strategic Planning, Wealth Management, Risk Management, Retirement Planning, Asset Management, Life Insurance, Financial Planning, College Expense Planning, Long Term Care, Charitable Giving, Multi-generational...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1998
MBA, Finance
Penn State University 1987 — 1991
BS, Finance
Tel Aviv University 1990 — 1990
N/A, Semester Abroad Program
Allderdice High School 1983 — 1987
Richard Beeman Richard Beeman's Fragasso Financial Advisors Experience August 2010 - Present
Job Professional Trustee/Director
Industry Public Policy
Experience
Fragasso Financial Advisors August 2010 - Present
Council on Foreign Relations 1981 - Present
Mitchell Family Trusts January 2005 - Present
Yale Alumni Association of Cleveland March 1989 - Present
The Private Trust Company, N.A. July 1994 - May 2015
Cleveland Committee on Foreign Relations January 1992 - January 2003
National City Bank March 1984 - October 1992
National City Bank January 1978 - March 1984
Barclays February 1974 - January 1977
Itek Corporation May 1971 - February 1974
Skills
Trusteeship, Management, Global Perspective, Investment Advisory, Investment Management, Strategy, Business Development, Bank Management, Banking, Mutual Funds, Marketing, Loans, Funding, Credit, Sales, Investments, Corporate Law, Estate Planning, Retirement Planning, Start-ups, Wealth Management, Asset Allocation
Education
Yale University 1963 — 1967
BA history, International affairs and economics
University of Pennsylvania Law School
JD
Fragasso Financial Advisors August 2010 - Present
Council on Foreign Relations 1981 - Present
Mitchell Family Trusts January 2005 - Present
Yale Alumni Association of Cleveland March 1989 - Present
The Private Trust Company, N.A. July 1994 - May 2015
Cleveland Committee on Foreign Relations January 1992 - January 2003
National City Bank March 1984 - October 1992
National City Bank January 1978 - March 1984
Barclays February 1974 - January 1977
Itek Corporation May 1971 - February 1974
Skills
Trusteeship, Management, Global Perspective, Investment Advisory, Investment Management, Strategy, Business Development, Bank Management, Banking, Mutual Funds, Marketing, Loans, Funding, Credit, Sales, Investments, Corporate Law, Estate Planning, Retirement Planning, Start-ups, Wealth Management, Asset Allocation
Education
Yale University 1963 — 1967
BA history, International affairs and economics
University of Pennsylvania Law School
JD
Christine Erimias Christine Erimias's Fragasso Financial Advisors Experience November 2014 - Present
Job Chief Financial Officer
Industry Financial Services
Experience
Fragasso Financial Advisors November 2014 - Present
Home Care Assistance February 2008 - May 2013
Kinol Sharie Leyh & Associates July 1999 - May 2003
Mastech July 1998 - July 1999
Skills
Financial Analysis, Financial Accounting, Financial Modeling, Strategic Planning, Marketing Strategy, Social Media Marketing, Human Resources, Executive Reporting, Supervision, Project Management, Consulting, Financial Statements, Financial Statement..., Accounting, Accounting Management, Home Care
Education
Penn State University 1987 — 1991
Bachelor of Science, Accounting
Fragasso Financial Advisors November 2014 - Present
Home Care Assistance February 2008 - May 2013
Kinol Sharie Leyh & Associates July 1999 - May 2003
Mastech July 1998 - July 1999
Skills
Financial Analysis, Financial Accounting, Financial Modeling, Strategic Planning, Marketing Strategy, Social Media Marketing, Human Resources, Executive Reporting, Supervision, Project Management, Consulting, Financial Statements, Financial Statement..., Accounting, Accounting Management, Home Care
Education
Penn State University 1987 — 1991
Bachelor of Science, Accounting
Terra McBride, MBA Terra McBride, MBA's Fragasso Financial Advisors Experience October 2013 - Present
Job Manager of Marketing & Communications at Fragasso Financial Advisors
Industry Public Relations and Communications
Experience
Fragasso Financial Advisors October 2013 - Present
Stylish White Female November 2009 - October 2013
Point Park University February 2009 - October 2013
Pittsburgh Fashion Magazine August 2010 - September 2011
EDMC May 2007 - February 2009
EDMC May 2007 - February 2009
Pittsburgh Downtown Partnership 2006 - 2007
Economic Progress Alliance of Crawford County June 2003 - June 2006
Office of the Pennsylvania Governor May 2001 - January 2002
Skills
Blogging, Facebook, Social Media, Public Relations, Marketing, Web Marketing, Social Media Marketing, Social Networking, Event Planning, Marketing Communications, Public Speaking, Content Strategy, Advertising, Digital Media, Writing, Event Management, Editing
Education
Gannon University 2003 — 2006
MBA, Marketing emphasis
Pennsylvania State University 1996 — 2000
BA, Industrial/Organizational Psychology
Fragasso Financial Advisors October 2013 - Present
Stylish White Female November 2009 - October 2013
Point Park University February 2009 - October 2013
Pittsburgh Fashion Magazine August 2010 - September 2011
EDMC May 2007 - February 2009
EDMC May 2007 - February 2009
Pittsburgh Downtown Partnership 2006 - 2007
Economic Progress Alliance of Crawford County June 2003 - June 2006
Office of the Pennsylvania Governor May 2001 - January 2002
Skills
Blogging, Facebook, Social Media, Public Relations, Marketing, Web Marketing, Social Media Marketing, Social Networking, Event Planning, Marketing Communications, Public Speaking, Content Strategy, Advertising, Digital Media, Writing, Event Management, Editing
Education
Gannon University 2003 — 2006
MBA, Marketing emphasis
Pennsylvania State University 1996 — 2000
BA, Industrial/Organizational Psychology
Jacob Dulberger's Fragasso Financial Advisors Experience June 2011 - September 2012
Job Quality Assurance Analyst at Ipsos
Industry Financial Services
Experience
Ipsos October 2012 - June 2015
Fragasso Financial Advisors June 2011 - September 2012
Keller Williams Capital Partners April 2010 - September 2010
Huntington National Bank June 2009 - September 2009
Skills
Team Leadership, Microsoft Excel, Access, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Databases, Microsoft Word, Banking, Investments, Change Management, Business Analysis, SQL, Accounting, Strategic Financial..., Process Improvement, Business Strategy, Insurance, Junxure, CRM, StatTools, Data Mining, Report Writing, Project Planning, Management, Credit, Strategy
Education
The Ohio State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Ipsos October 2012 - June 2015
Fragasso Financial Advisors June 2011 - September 2012
Keller Williams Capital Partners April 2010 - September 2010
Huntington National Bank June 2009 - September 2009
Skills
Team Leadership, Microsoft Excel, Access, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Databases, Microsoft Word, Banking, Investments, Change Management, Business Analysis, SQL, Accounting, Strategic Financial..., Process Improvement, Business Strategy, Insurance, Junxure, CRM, StatTools, Data Mining, Report Writing, Project Planning, Management, Credit, Strategy
Education
The Ohio State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Melissa Richey, CFP® Melissa Richey, CFP®'s Fragasso Financial Advisors Experience January 2001 - Present
Job Executive Vice President, Sales and Marketing at Fragasso Financial Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors January 2001 - Present
BCR Financial Services 1999 - 2001
Ameriprise Financial 1997 - 1999
Skills
Financial Analysis, Financial Planning, Wealth Management, Investment Management, Estate Planning, Retirement Planning, College Expense Planning, Finance, Strategic Financial..., FINRA, Securities, Financial Advisory, Wealth Management..., Financial Goals, Certified Financial...
Education
Slippery Rock University of Pennsylvania 1993 — 1997
B.S., Finance
Fragasso Financial Advisors January 2001 - Present
BCR Financial Services 1999 - 2001
Ameriprise Financial 1997 - 1999
Skills
Financial Analysis, Financial Planning, Wealth Management, Investment Management, Estate Planning, Retirement Planning, College Expense Planning, Finance, Strategic Financial..., FINRA, Securities, Financial Advisory, Wealth Management..., Financial Goals, Certified Financial...
Education
Slippery Rock University of Pennsylvania 1993 — 1997
B.S., Finance
David Nist David Nist's Fragasso Financial Advisors Experience June 2013 - December 2013
Job Operations Intern at C.S. McKee, L.P.
Industry Financial Services
Experience
C.S. McKee, L.P. June 2014 - Present
Fragasso Financial Advisors June 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office, Customer Service, Bloomberg Terminal, Bloomberg Excel Add-In, Research, Junxure, Data Analysis
Education
Duquesne University 2012 — 2016
Finance
Bloomberg University 2014 — 2014
Bloomberg Terminal Certificates, Equity, Fixed Income, Foreign Exchange, and Commodity Functions
North Catholic High School 2009 — 2012
C.S. McKee, L.P. June 2014 - Present
Fragasso Financial Advisors June 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office, Customer Service, Bloomberg Terminal, Bloomberg Excel Add-In, Research, Junxure, Data Analysis
Education
Duquesne University 2012 — 2016
Finance
Bloomberg University 2014 — 2014
Bloomberg Terminal Certificates, Equity, Fixed Income, Foreign Exchange, and Commodity Functions
North Catholic High School 2009 — 2012
Linda Marshall's Fragasso Financial Advisors Experience May 2014 - Present
Job Operations Manager at Fragasso Retirement Plan Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors May 2014 - Present
Fragasso Financial Advisors December 2012 - May 2014
BNY Mellon October 2009 - December 2012
Allen Tate Realtors January 2006 - October 2009
Skills
Retirement Planning, Finance, Management, Retirement, Strategic Planning, 401k, Onboarding, Financial Advisory, Qualified Retirement..., Financial Planning, Customer Service, Investments, Process Improvement, Operations Management, Transition Management, Sales, Leadership Development
Education
Clarion University of Pennsylvania 2001 — 2005
Bachelor of Science (B.S.), Communication, General
Fragasso Financial Advisors May 2014 - Present
Fragasso Financial Advisors December 2012 - May 2014
BNY Mellon October 2009 - December 2012
Allen Tate Realtors January 2006 - October 2009
Skills
Retirement Planning, Finance, Management, Retirement, Strategic Planning, 401k, Onboarding, Financial Advisory, Qualified Retirement..., Financial Planning, Customer Service, Investments, Process Improvement, Operations Management, Transition Management, Sales, Leadership Development
Education
Clarion University of Pennsylvania 2001 — 2005
Bachelor of Science (B.S.), Communication, General
Chad Hamilton Chad Hamilton's Fragasso Financial Advisors Experience September 1998 - October 2001
Job V.P., Practice Management at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors March 2015 - Present
KeyCorp May 2009 - March 2015
Brown & Tedstrom, Inc. November 2001 - April 2009
Fragasso Financial Advisors September 1998 - October 2001
Skills
Wealth Management, Retirement Planning, Asset Allocation, Risk Management, Strategic Financial..., Asset Management, Estate Planning, Investment Strategies, Process Improvement, Financial Advisory, Financial Planners, Leadership, Wealth, Equities, Investment Management, Strategy, Mutual Funds, Due Diligence, Financial Analysis, Investments, Credit Analysis, Strategic Planning, Financial Planning
Education
The American College 2014 — 2015
Chartered Advisor in Philanthropy
College for Financial Planning
Certified Financial Planner Designation, September 2003
Westminster College (PA) 1993 — 1997
Bachelor's degree, Business Administration & Economics
Mariner Wealth Advisors March 2015 - Present
KeyCorp May 2009 - March 2015
Brown & Tedstrom, Inc. November 2001 - April 2009
Fragasso Financial Advisors September 1998 - October 2001
Skills
Wealth Management, Retirement Planning, Asset Allocation, Risk Management, Strategic Financial..., Asset Management, Estate Planning, Investment Strategies, Process Improvement, Financial Advisory, Financial Planners, Leadership, Wealth, Equities, Investment Management, Strategy, Mutual Funds, Due Diligence, Financial Analysis, Investments, Credit Analysis, Strategic Planning, Financial Planning
Education
The American College 2014 — 2015
Chartered Advisor in Philanthropy
College for Financial Planning
Certified Financial Planner Designation, September 2003
Westminster College (PA) 1993 — 1997
Bachelor's degree, Business Administration & Economics
Michael Godwin, CFA Michael Godwin, CFA's Fragasso Financial Advisors Experience September 2015 - Present
Job Manager of Portfolio Strategy at Fragasso Financial Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors September 2015 - Present
AllianceBernstein March 2013 - May 2015
Ronin Capital April 2007 - October 2012
Skills
Equities, Options, Derivatives, Trading, Bloomberg, Financial Analysis, Investments
Education
James Madison University
Bachelor of Business Administration (BBA), Information Systems
Fragasso Financial Advisors September 2015 - Present
AllianceBernstein March 2013 - May 2015
Ronin Capital April 2007 - October 2012
Skills
Equities, Options, Derivatives, Trading, Bloomberg, Financial Analysis, Investments
Education
James Madison University
Bachelor of Business Administration (BBA), Information Systems
Vincent D'Onofrio Vincent D'Onofrio's Fragasso Financial Advisors Experience September 2014 - May 2015
Job Sales Representative at Laird Plastics
Industry Plastics
Experience
Laird Plastics July 2015 - Present
Mr. D's Delicious Fresh Foods January 2006 - June 2015
Fragasso Financial Advisors September 2014 - May 2015
State Farm May 2014 - August 2014
Skills
Securities, Finance, FINRA, Financial Advisory, Microsoft Excel, Investments, Social Media, Marketing, Financial Planning, Insurance, Sales, Leadership, Customer Service, Social Networking
Education
Duquesne University 2011 — 2015
Laird Plastics July 2015 - Present
Mr. D's Delicious Fresh Foods January 2006 - June 2015
Fragasso Financial Advisors September 2014 - May 2015
State Farm May 2014 - August 2014
Skills
Securities, Finance, FINRA, Financial Advisory, Microsoft Excel, Investments, Social Media, Marketing, Financial Planning, Insurance, Sales, Leadership, Customer Service, Social Networking
Education
Duquesne University 2011 — 2015
Vicki Fragasso Vicki Fragasso's Fragasso Financial Advisors Experience November 2000 - September 2001
Job Multi Media Advertising Account Executive at The Denver Post | Digital First Media
Industry Newspapers
Experience
The Denver Post Digital First Media June 2014 - Present
Verizon Enterprise Solutions January 2012 - May 2014
Petfinder Foundation April 2010 - August 2011
Morris Animal Foundation September 2008 - April 2010
Wright & McGill Co. / Eagle Claw Fishing Tackle / Lazer TroKar August 2004 - June 2008
Colorado Symphony Orchestra July 2003 - July 2004
Regis Jesuit High School September 2001 - July 2003
Fragasso Financial Advisors November 2000 - September 2001
Regis Jesuit High School October 1999 - October 2000
Education
University of Pittsburgh 1994 — 1998
Bachelor of Arts Degree, Cultural Anthropology, Cum Laude
Bethel Park High School 1990 — 1994
The Denver Post Digital First Media June 2014 - Present
Verizon Enterprise Solutions January 2012 - May 2014
Petfinder Foundation April 2010 - August 2011
Morris Animal Foundation September 2008 - April 2010
Wright & McGill Co. / Eagle Claw Fishing Tackle / Lazer TroKar August 2004 - June 2008
Colorado Symphony Orchestra July 2003 - July 2004
Regis Jesuit High School September 2001 - July 2003
Fragasso Financial Advisors November 2000 - September 2001
Regis Jesuit High School October 1999 - October 2000
Education
University of Pittsburgh 1994 — 1998
Bachelor of Arts Degree, Cultural Anthropology, Cum Laude
Bethel Park High School 1990 — 1994
Bryan Hoover, CFP®, AIF® Bryan Hoover, CFP®, AIF®'s Fragasso Financial Advisors Experience May 2007 - Present
Job Financial Advisor at Fragasso Financial Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors May 2007 - Present
Education
Penn State University 2003 — 2007
Bachelors, Communications - Journalism
Penn State University 2003 — 2007
Bachelor's degree, Communication, Journalism, and Related Programs
Fragasso Financial Advisors May 2007 - Present
Education
Penn State University 2003 — 2007
Bachelors, Communications - Journalism
Penn State University 2003 — 2007
Bachelor's degree, Communication, Journalism, and Related Programs
James Danko James Danko's Fragasso Financial Advisors Experience 2000 - Present
Job Vice President at Fragasso Financial Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors 2000 - Present
Fragasso Financial Advisors 2000 - 2004
Dreyfus Investment Services January 1998 - July 2000
Skills
Financial Planning, Investment Management, Estate Planning, Retirement Planning, Risk Management, Education Funding
Education
Point Park University 1997 — 2001
M.B.A., Business Administration
Thiel College 1993 — 1997
B.A., Actuary Science and Business Administration
Fragasso Financial Advisors 2000 - Present
Fragasso Financial Advisors 2000 - 2004
Dreyfus Investment Services January 1998 - July 2000
Skills
Financial Planning, Investment Management, Estate Planning, Retirement Planning, Risk Management, Education Funding
Education
Point Park University 1997 — 2001
M.B.A., Business Administration
Thiel College 1993 — 1997
B.A., Actuary Science and Business Administration
Ray Amelio Ray Amelio's Fragasso Financial Advisors Experience October 2013 - December 2014
Job President, People Count . . . the Most!
Industry Human Resources
Experience
Fragasso Financial Advisors October 2013 - December 2014
Fragasso Financial Advisors July 2005 - October 2013
People Count . . . the Most! September 2001 - July 2005
Skills
Strategic Planning, New Business Development, Project Management, Business Strategy, Negotiation, Marketing Strategy, Team Building, Business Development, Sales Management, Change Management, Team Leadership, Microsoft Office, Marketing, Social Media, Budgets, Account Management, Management, Sales, Customer Service, Coaching, Leadership, Leadership Development, Public Relations, Nonprofits, Fundraising, Employee Relations, Social Networking, Banking, Strategy, Human Resources, Process Improvement, Team Management, Marketing Communications, Event Management, Social Media Marketing, Employee Benefits, Training, Advertising
Education
La Roche College 1983 — 1986
MA, Human Resources Management
Duquesne University 1969 — 1971
Bachelor of Arts, Political Science
Fragasso Financial Advisors October 2013 - December 2014
Fragasso Financial Advisors July 2005 - October 2013
People Count . . . the Most! September 2001 - July 2005
Skills
Strategic Planning, New Business Development, Project Management, Business Strategy, Negotiation, Marketing Strategy, Team Building, Business Development, Sales Management, Change Management, Team Leadership, Microsoft Office, Marketing, Social Media, Budgets, Account Management, Management, Sales, Customer Service, Coaching, Leadership, Leadership Development, Public Relations, Nonprofits, Fundraising, Employee Relations, Social Networking, Banking, Strategy, Human Resources, Process Improvement, Team Management, Marketing Communications, Event Management, Social Media Marketing, Employee Benefits, Training, Advertising
Education
La Roche College 1983 — 1986
MA, Human Resources Management
Duquesne University 1969 — 1971
Bachelor of Arts, Political Science
David Graver, AIF® David Graver, AIF®'s Fragasso Financial Advisors Experience May 2013 - November 2014
Job Relationship Manager, Henderson Brothers Retirement Plan Services
Industry Financial Services
Experience
Henderson Brothers Retirement Plan Services December 2014 - Present
Fragasso Financial Advisors May 2013 - November 2014
TIAA-CREF October 2010 - March 2013
Mutual of America August 2007 - October 2010
Skills
Pensions
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts (BA), Economics
Henderson Brothers Retirement Plan Services December 2014 - Present
Fragasso Financial Advisors May 2013 - November 2014
TIAA-CREF October 2010 - March 2013
Mutual of America August 2007 - October 2010
Skills
Pensions
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts (BA), Economics
Joy Holden Joy Holden's Fragasso Financial Advisors Experience May 2009 - Present
Job Administrative Professional
Industry Medical Practice
Experience
Children's Hospital of Pittsburgh February 2014 - Present
Fragasso Financial Advisors May 2009 - Present
Fragasso Financial Advisors February 2005 - May 2009
Magdic Precision Tooling, Inc. October 1995 - February 2005
Skills
Accounts Payable, Invoicing, Payroll, Human Resources, Accounts Receivable, Marketing, Finance, Spreadsheets, Management
Education
Duquesne University
Bachelor of Science (BS), Professional Studies - concentrations in Marketing and Organizational Leadership
University of Phoenix
Children's Hospital of Pittsburgh February 2014 - Present
Fragasso Financial Advisors May 2009 - Present
Fragasso Financial Advisors February 2005 - May 2009
Magdic Precision Tooling, Inc. October 1995 - February 2005
Skills
Accounts Payable, Invoicing, Payroll, Human Resources, Accounts Receivable, Marketing, Finance, Spreadsheets, Management
Education
Duquesne University
Bachelor of Science (BS), Professional Studies - concentrations in Marketing and Organizational Leadership
University of Phoenix
Blake Curle's Fragasso Financial Advisors Experience June 2015 - Present
Job Portfolio Manager at Fragasso Financial Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors June 2015 - Present
BNY Mellon December 2011 - May 2015
BNY Mellon August 2010 - June 2012
Education
Grove City College 2006 — 2010
Bachelor's, Finance
Fragasso Financial Advisors June 2015 - Present
BNY Mellon December 2011 - May 2015
BNY Mellon August 2010 - June 2012
Education
Grove City College 2006 — 2010
Bachelor's, Finance
Karen Lapina, CFP®, AIF®'s Fragasso Financial Advisors Experience December 2011 - Present
Job Vice President at Fragasso Financial Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors December 2011 - Present
Fragasso Financial Advisors July 1999 - November 2011
Cigna October 1991 - August 1993
Vanguard July 1990 - October 1991
Skills
Financial Planning, Estate Planning, Asset Management, Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Securities, FINRA, Investment Management, Mutual Funds
Education
Drexel University - LeBow College of Business 1985 — 1990
BS, Finance
Fragasso Financial Advisors December 2011 - Present
Fragasso Financial Advisors July 1999 - November 2011
Cigna October 1991 - August 1993
Vanguard July 1990 - October 1991
Skills
Financial Planning, Estate Planning, Asset Management, Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Securities, FINRA, Investment Management, Mutual Funds
Education
Drexel University - LeBow College of Business 1985 — 1990
BS, Finance
Robert Fragasso's Fragasso Financial Advisors Experience January 1972 - Present
Job Chairman & CEO
Industry Financial Services
Experience
Fragasso Financial Advisors January 1972 - Present
LPL Financial 1996 - 2013
LPL Financial 1996 - 2013
Morgan Stanley Smith Barney 1979 - 1996
Skills
High Potential, Retirement, Estate Law, Estate Planning, Investment Management, Retirement Planning, Strategic Financial..., Wealth Management, Strategic Planning, Investments, Asset Allocation, Non-profits, Asset Managment, Financial Advisory, Entrepreneurship, Portfolio Management, Securities
Education
Duquesne University 1963 — 1967
B.S., Education/Business
Fragasso Financial Advisors January 1972 - Present
LPL Financial 1996 - 2013
LPL Financial 1996 - 2013
Morgan Stanley Smith Barney 1979 - 1996
Skills
High Potential, Retirement, Estate Law, Estate Planning, Investment Management, Retirement Planning, Strategic Financial..., Wealth Management, Strategic Planning, Investments, Asset Allocation, Non-profits, Asset Managment, Financial Advisory, Entrepreneurship, Portfolio Management, Securities
Education
Duquesne University 1963 — 1967
B.S., Education/Business
Mike Fertig's Fragasso Financial Advisors Experience May 1994 - Present
Job Vice President
Industry Financial Services
Experience
Fragasso Financial Advisors May 1994 - Present
Skills
Financial Planning, Financial Analysis, Endowment, Foundation,..., Estate Planning, Retirement Planning, Investment Management, Non-profits, Strategic Financial...
Education
Slippery Rock University of Pennsylvania 1990 — 1994
BA, Political Science, Philosophy
Fragasso Financial Advisors May 1994 - Present
Skills
Financial Planning, Financial Analysis, Endowment, Foundation,..., Estate Planning, Retirement Planning, Investment Management, Non-profits, Strategic Financial...
Education
Slippery Rock University of Pennsylvania 1990 — 1994
BA, Political Science, Philosophy
Daniel Tatomir's Fragasso Financial Advisors Experience February 2015 - Present
Job at
Industry Financial Services
Experience
Fragasso Financial Advisors February 2015 - Present
TIAA-CREF June 2007 - January 2015
Fragasso Financial Advisors November 1999 - June 2007
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Asset Management, Financial Advisory, Investment Advisory, Investment Strategies, Securities, Strategic Financial..., Banking, Finance, Insurance, Risk Management, Series 63, Series 7, Financial Planning
Education
University of Pittsburgh 1990 — 1994
Business & Economics
Fragasso Financial Advisors February 2015 - Present
TIAA-CREF June 2007 - January 2015
Fragasso Financial Advisors November 1999 - June 2007
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Asset Management, Financial Advisory, Investment Advisory, Investment Strategies, Securities, Strategic Financial..., Banking, Finance, Insurance, Risk Management, Series 63, Series 7, Financial Planning
Education
University of Pittsburgh 1990 — 1994
Business & Economics
Rachel Weaver's Fragasso Financial Advisors Experience April 2015 - Present
Job Fragasso Financial Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors April 2015 - Present
Financial Advisor June 2013 - Present
MetLife May 2012 - May 2013
Allegheny Valley Bank 2008 - 2012
Wexford Health Sources 2004 - 2005
Skills
Loans, Risk Management, Customer Service, Insurance, Credit, Microsoft Excel, Mortgage Lending
Education
Edinboro University of Pennsylvania
Bachelor of Arts (B.A.), Criminal Justice
Fragasso Financial Advisors April 2015 - Present
Financial Advisor June 2013 - Present
MetLife May 2012 - May 2013
Allegheny Valley Bank 2008 - 2012
Wexford Health Sources 2004 - 2005
Skills
Loans, Risk Management, Customer Service, Insurance, Credit, Microsoft Excel, Mortgage Lending
Education
Edinboro University of Pennsylvania
Bachelor of Arts (B.A.), Criminal Justice