Robert Fragasso, CFP®,AIF®

Chairman and Chief Executive Officer

Phone - 412.227.3220
Email - rfragasso@fragassoadvisors.com

You can truly accomplish your life’s goals if they are fashioned in the context of a solidly constructed financial plan.  The answer is to take your life’s direction and the success into your own hands.  We are here to help and will continue to ever increasingly refine our quality of service.” 

With over four decades of experience in the investment and financial planning fields, Bob heads Fragasso Financial Advisors as Chairman and Chief Executive Officer.  He has used that experience to carefully craft a plan for the firm as we know it today.  “We have extremely efficient processes and systems that have been refined over the years, which include rigorous investment management processes and personalized financial planning for each client devoid of proprietary product bias.  The highly evolved management team provides unparalleled quality assurance and perpetuity for the firm.”

• Board of Directors, Animal Friends
• Board of Trustees, La Roche College
• Board of Directors, Pennsylvania Economy League of Southwestern Pennsylvania
• Investment Committee, Pittsburgh Action Against Rape
• Past Chairman of the Board of Governors, Rivers Club
• Past President, Amen Corner
• Past Chairman of the Board, Entrepreneuring Youth
• Board, Council of Friends to South Park
• Duquesne University Century Club of Notable Graduates
• Distinguished Alumnus of Carrick High School

• Senior Vice President, Smith Barney
• U.S. Marine Corps

• Certified Financial Planner® Professional
• Accredited Investment Fiduciary®
• Series 7, 63, and 65 securities licensed

• Barron’s Magazine, Top 100 Independent Investment Advisors¹
• The Best of the U.S., Inc., 100 Best Investment Advisors²
• Registered Rep Magazine, Top 100 Investment Advisors³
• Research Magazine, Winner's Circle Top 5 Investment Teams in America.⁴
• Pittsburgh Business Times, Diamond Award Winner⁵
• Homeless Children's Education Fund, 2012 Champion for Children
• Junior Achievement of Western Pennsylvania, 2011 Fred Rogers Good Neighbor Award

• B.S., Duquesne University

•   Starting Your Own Practice: The Independence Guide for Professional Service Providers
• Frequently writes for and is quoted in the Pittsburgh Post Gazette, the Pittsburgh Business Times, the Wall Street Journal, WSJ.com and Forbes,com, among others

Click here to watch Bob discuss his roots in Pittsburgh, experience with investing, being charitable, and the importance of good financial management.

¹ Factors included in the rankings:  assets under management, revenue produced for the firm, client satisfaction, regulatory record, and philanthropic work
² The Best of the US researches, organizes, and provides lists of those professionals who have displayed a search for excellence in their profession through their continuing education, leadership, peer recognition and contributions to their field.
³ Registered Rep’s 2010 ranking was compiled in-house by the magazine.  According to Registered Rep., advisors who personally manage at least $50 million in assets with a majority in client accounts were eligible for consideration and were ranked strictly by assets under management.
⁴ Research Magazine, “The Winner's Circle®” - The Winner's Circle® is an organization independent of the firms involved and does not receive compensation from the over 100 participating firms or its affiliates, financial advisors or the media in exchange for ranking purposes. The Winner's Circle® team vetted each nominated advisor through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, compliance records, discussions with management and more. Portfolio performance is not a criteria, instead, The Winner's Circle® focuses on customer satisfaction and client retention.
⁵ Award determination based on information submitted on the nominees' behalf, which included letters of support from other business leaders, as well as details on the CEO's customer service philosophy, relationship with employees, leadership style, and contributions to the community, company performance and impact on products/services.

Gregg Daily,AIF®

Manager of Defined Benefit Pensions

Phone - 412.227.3213
Email - gdaily@fragassoadvisors.com

“I am proud of the fact that I have helped my clients stay on course during different types of market corrections and personal situations.”

Gregg works with clients in implementing their financial plans and in the ongoing review and management of their investment portfolios and insurance needs. He also works closely with the Portfolio Management Team to evaluate how to control risk and volatility in client portfolios.  “My primary goal is to help keep my clients on track so they can stay on their chosen financial path.”

• Board of Directors, Chatham Baroque
• Member, Jefferson Hills Economic Development Commission

• Accredited Investment Fiduciary®
• Series 6 and 77 securities licensed
• Insurance licensed, Pennsylvania

• Associates, Sanford-Brown

James Danko,AIF®

Vice President

Phone - 412.227.3207
Email - jdanko@fragassoadvisors.com

“I enjoy helping clients through their life’s transitions. I have been able to assist them by providing education expense analysis as well as helping a surviving spouse learn to manage the family's assets. I determine the value of my services by the feedback I receive from my clients.”

Since joining the firm in 2000, Jim has been assisting his clients through many transitions by working directly in the ongoing management and monitoring of their investment portfolios.  “What gratifies me most when working with clients is being able to take the concerned look from their faces by showing them that proper management of their assets will help them to reach their life’s goals.”

• Official, Pennsylvania Interscholastic Athletic Association

• Customer Service Representative, Dreyfus Investment Services Inc.

• Accredited Investment Fiduciary®
• Series 6, 63 and 65 securities licensed
• Insurance licensed, Pennsylvania

• M.B.A., Point Park University
• B.A., Thiel College

Michael Fertig,AIF®

Vice President, Foundation and Endowment Assets

Phone - 412.227.3240
Email - mfertig@fragassoadvisors.com

“I care very much about the well-being of my clients and their families. Working with them is so gratifying because they recognize the personal touches and acknowledge our efforts to do what is in their best interest.”

Michael has been caring for his clients through the management and monitoring of their investment portfolios including; the creation and implementation of financial plans, asset modeling, review meetings and ongoing client dialogue and communications.

As Vice President, Foundation and Endowment Assets, Michael works with Dotti Bechtol in developing clients in the nonprofit community that would benefit from Fragasso’s investment management and fiduciary consulting. “If a client calls I make sure that they are given great resources for whatever concern or issue they have. We are with them every step of the way.”

• Member, South Hills Chamber of Commerce
• Coach, Bethel Baseball Association
• Coach, Bethel Park Junior Hawks

• Accredited Investment Fiduciary®
• Series 7, 63, and 65 securities licensed
• Insurance licensed, Pennsylvania

• B.S., Slippery Rock University

• Hospital News, April 2012

Deborah F. Graver, CFP®, CLU®,AIF®

President and Chief Operating Officer

Phone - 412.227.3202
Email - dgraver@fragassoadvisors.com 

“Our clients choose to work with us because they value having a trusted advisor help them navigate the financial markets and provide a roadmap to guide them to financial security. Over the past 20 years I have helped hundreds of clients achieve their financial goals through personalized financial planning and strategic investment management. I find it personally rewarding to share in the success of my clients.”

Deborah helps all of the firm’s clients reach their goals as President and Chief Operating Officer by managing the daily operations of the firm and monitoring the quality assurance of all our activities. As an experienced financial advisor, she also meets with select clients and prospective clients to evaluate their current financial situation, establish achievable long-term financial goals, and create a strategic plan to help them accomplish those goals. Deborah's areas of expertise include risk management and estate planning.

• Board Member, Agency for Jewish Learning
• Board Member, Jewish Healthcare Foundation
• Board Member, Carlow University
• Funding Committee, Jewish Federation of Greater Pittsburgh
• Committee Member, Jewish Learning Commission
• Participant, National Young Leadership Cabinet of the Jewish Federation of America
• Member, Young Presidents’ Organization
• Member, The United Way of Allegheny County’s Women’s Leadership Council
• Previous Member, Advisory Board for the Race for the Cure®
• Previous Honorary Board Member, Homeless Children’s Education Fund
• Previous Council Member, Anti Defamation League
• Graduate, Leadership Pittsburgh
• Graduate, Coro Women in Leadership program

• 2003, Pittsburgh’s 50 Finest Cystic Fibrosis Foundation
• 2013, Pittsburgh Business Times Women In Business Award

• Managing Director, Fragasso Financial Advisors
• Financial Advisor, Fragasso Financial Advisors
• Senior Financial Paraplanner, The Fragasso Group
• Financial Paraplanner, The Fragasso Group
• Senior Cash Manager, Mellon Bank, N.A.

• Certified Financial Planner® Professional
• Accredited Investment Fiduciary®
• Chartered Life Underwriter®
• Series 7, 24, 63, and 65 securities licensed
• Insurance licensed, Pennsylvania

• M.B.A., University of Pittsburgh
• B.S., Pennsylvania State University

Bryan Hoover,AIF®

Assistant Vice President

Phone - 412.227.3205
Email - bhoover@fragassoadvisors.com

“It has been extremely satisfying to guide my retired and transitioning clients to help them find comfort in living the way that they have always envisioned.”

Bryan guides his clients to their goals by working directly in the management and monitoring of their investment portfolios.  He also helps through asset modeling and ongoing communication.  “Proactive communication and discussion create healthy, strong relationships that allow us to work toward long-term success, no matter what the market is doing.”

Bryan joined the firm in 2007 after receiving his degree in Journalism with a minor in Political Science from Pennsylvania State University.  He is securities registered through LPL Financial and licensed for insurance in the state of Pennsylvania.  Bryan resides in Pennsbury Village with his wife.

Liliann Moser,AIF®

Assistant Vice President

Phone - 412.227.3239
Email - lmoser@fragassoadvisors.com

“With over 25 years of experience in the financial services industry, I take pride in being an individual committed to helping achieve financial success. I work with strategies that seek to grow, preserve and ultimately transfer my clients’ wealth to future generations. My forward thinking strategies in managing and monitoring my clients’ portfolios are designed to attempt to remove emotions from the investment process. As a trusted advisor, I am devoted to exceptional client service through focusing on each client’s needs at every stage of life.”

Lil joined FFA in 2001 and became a financial advisor in 2007. She is an Accredited Investment Fiduciary and holds the series 7 and 66 securities registration and is Pennsylvania Insurance licensed. She is also currently working towards obtaining her designation as a Chartered Financial Consultant. She is a graduate of the Bradford Business School with a Certificate in Executive Business Management.

Lil lives in Peters Township with her husband and two daughters. 

• Assistant Operations Manager, Smith Barney

• Accredited Investment Fiduciary®
• Series 7 and 66 securities licensed
• Insurance licensed, Pennsylvania

• Bradford Business School

Melissa Richey, CFP®,AIF®

Manager of Financial Advisor Development

Phone - 412.227.3227
Email - mrichey@fragassoadvisors.com

“As a Certified Financial Planner, I understand the complexities that my clients face in this ever changing world. Comprehensive financial planning is the first step toward helping someone achieve financial freedom. As a trusted advisor, I know that my clients depend on my advice and it gratifies me to know that I am helping my clients by educating them on a long-term game plan that can help make a difference in their lives, not just their investments.”

Melissa has been providing value to her clients through comprehensive and integrated financial planning and investment services since she joined the firm in 2001 as a financial advisor. She has since been promoted to her current position of Manager, Financial Advisor Development. With this promotion, Melissa will continue to work with a select group of high net worth clients while mentoring the other advisors within the firm. In her new role, Melissa will also develop training programs, provide continuing education classes, and the sharing of best practices to more fully develop the skill set of our already talented group of advisors.

• Financial Advisor, BCR Financial Services, LLC

• Certified Financial Planner™ Professional
• Series 7, 63, and 65 securities licensed
• Insurance licensed, Pennsylvania
• Accredited Investment Fiduciary®

• B.S. Slippery Rock University

Brian Robinette, AIF®, CRPS®
Vice President

Phone - 412.227.3211
Email - brobinette@fragassoadvisors.com

“It is extremely rewarding that I can provide clients with the information necessary to help make the decision to retire. We have the resources to help them make, and achieve, that all important goal.”

Brian has been helping his clients attain their goals since joining the firm in 1998. He meets with clients to discuss their objectives, as well as monitors and manages their investment portfolios, through the implementation of a personalized financial plan and asset modeling. “Receiving feedback from clients during our review meetings helps me improve the value of what I provide to them.”

• Series 7, 63, and 65 securities licensed
• Insurance licensed, Pennsylvania
• Accredited Investment Fiduciary®
• Chartered Retirement Plan Specialist®

• B.S. West Virginia University

Christine Robinette, CFP®,AIF®, MSW
Vice President

Phone - 412.227.3243
Email - crobinette@fragassoadvisors.com

“I am so grateful when I can show my clients the steps that they need to take to help them attain their goals. It’s empowering to guide them to that 'ah ha' moment when they realize ‘I can do this.’”

As a financial advisor, Christine has been empowering her clients to attain their goals since joining the firm in 1996. She meets with clients to discuss their objectives, as well as monitors and manages their investment portfolios, through the implementation of a personalized financial plan and asset modeling. “Being their financial advisor means I should be their sounding board for all of their financial decisions. I continuously strive to make sure that my clients are satisfied with the service that they receive from me.”

• Certified Financial Planner™ Professional
• Series 7, 63, and 65 securities licensed
• Insurance licensed, Pennsylvania
• Accredited Investment Fiduciary®

• M.S.W. University of Pittsburgh
• B.S. University of Pittsburgh

Daniel Dingus,AIF®

Director of Portfolio Management

Phone - 412.227.3236
Email - ddingus@fragassoadvisors.com

“One of the most gratifying moments in my work is helping guide clients to their goals through diligent management of their hard-earned assets in a manner which balances risk and reward.”

As Director of Portfolio Management, Dan is responsible for helping clients reach their goals through the management of portfolios and original research of investment opportunities. He is also responsible for timely, innovative, and constructive client investment results. Dan serves as a communication liaison from the centralized Portfolio Management Department to the financial advisors and clients to facilitate a consistent, high level client experience. “I enjoy the challenge of creating new and innovative solutions in all economic environments to keep our clients aligned with their goals.”

• Board, Veteran’s Leadership Program of Western PA
• Member, Pittsburgh Stock and Bond Association

• Trust Operations Officer, Mellon Bank
• Senior Product Research and Development Specialist, Federated Investors
• Investment Analyst, StanCorp Investment Advisors

• Accredited Investment Fiduciary®
• Series 7, 63, and 65 securities licensed
• Level I, Chartered Financial Analyst Program (CFA)®

• M.B.A., Duquesne University
• B.S., Duquesne University

• Allegheny County Medical Journal, February 2013
• Pittsburgh Business Times, February 8, 2013
• Pittsburgh Post-Gazette, September 2012
• Pittsburgh Post-Gazette, July 2012

Colette Griffith
Portfolio Administrator

Phone - 412.227.3218
Email - cgriffith@fragassoadvisors.com

“I love being able to solve client problems and provide them the information that they need.”

As a member of the firm’s Portfolio Investment Team, Colette is responsible for maintaining our client database via daily downloads of the firm’s managed portfolios. This entails updating transaction, performance, and price files and inputting security classifications and cost basis information into our client database. Colette also handles support issues arising from our client database interface used by our financial advisors and Portfolio Investment Team and establishes client access to Wealth Vision and Account View via LPL’s Client portal.

• Prior to joining our Portfolio Investment Team, Colette worked in our administration department.

Brianne King,AIF®

Investment Manager

Phone - 412.227.3214
Email - bking@fragassoadvisors.com

“I take pride in having investment information at the ready for my team of financial advisors and our clients.”

As an investment manager, Brianne implements portfolio recommendations and assembles client annual reviews. She is also responsible for handling trades, processing requisitions and allocating funds for new accounts.

• Series 7, 63, and 65 securities licensed
• Insurance licensed, Pennsylvania
• Accredited Investment Fiduciary®

• B.S. Duquesne University

• Stock and Bond Association
• Essentials of Investment Consulting Program

Karen Lapina,AIF®

Financial Advisor

Phone - 412.227.3226
Email -klapina@fragassoadvisors.com

“I take great pride in seeing the financial plans I help create with my clients implemented and knowing that I am guiding them to make sound financial decisions that affect their lives and the lives of their families.”

Karen has been with the firm since 1999, initially working in and then managing our financial planning operations. She was responsible for implementing the Wealth Vision Planning system we use to create comprehensive financial planning schedules for both clients and prospects and on which platform we are able to create personalized websites for each of our clients.

More recently, she has moved into her current role as financial advisor, working with clients to help them formulate and execute a specific plan to help them reach their financial goals. She works closely with our Portfolio Management Department to ensure that each client’s portfolio is customized and fits into their personal financial plan.

Her clients include individuals and company retirement plans, both of which involve on-going monitoring of investments and conducting presentations and periodic review meetings.

• Financial Planning Association®

• Retirement Service Representative Group Pensions, Cigna
• Investor Information Specialist, Vanguard

• Accredited Investment Fiduciary®
• Series 7, 63, and 65 securities licensed
• Insurance licensed, Pennsylvania

• B.S., Drexel University

Andrei Voicu, CFP®
Chief Investment Officer

Phone - 412.227.3204
Email - avoicu@fragassoadvisors.com

“Helping to maintain clients on the right track through one of the most challenging financial crises and aftermath, has been one of the most rewarding experiences of my career.”

In his position of Chief Investment Officer at Fragasso, Andrei uses his expertise to select and allocate securities in custom designed stock, bond, and mutual fund portfolios. His management of the Investment Management department ensures that customized portfolio design is based on the specific and unique needs of each client. “We continually monitor progress towards each client’s objectives and make adjustments as necessary,” he said. “Many financial advisors only review accounts and make portfolio adjustments when they are scheduled to meet with a client. We pro-actively review and adjust to how markets may impact attainment of client goals on a continuous basis. Financial markets do not wait for an annual review.”

• Yanni-Bilkey Investment Consulting

• Certified Financial Planner™ professional
• Series 7, 63, and 65 securities licensed

• M.B.A., Joseph M. Katz Graduate School of Business, University of Pittsburgh
• B.S., University of Pittsburgh

• Allegheny County Medical Society Bulletin, December 2012
• Allegheny County Medical Society Bulletin, August 2012
• Wall Street Journal, January 2011

Raymond Amelio
Chief Marketing Officer

Phone - 412.227.3203
Email - ramelio@fragassoadvisors.com

“I enjoy marketing the firm to the community because how we serve our clients is second to none and it is important that people are made aware of our capabilities.”

As Chief Marketing Officer, Ray is responsible for marketing and client acquisition. This is accomplished by organizing financial education sessions, client events, working with the firm’s client base to obtain referrals and new business and promoting the company through various networking, advertising and public relations opportunities. “I find networking with potential clients a rewarding experience.  Telling our story and seeing people understand how we can help them manage their financial future is a personally rewarding experience.”

Ray was graduated from Duquesne University with a B. A. in Political Science and received his Masters Degree in Human Resources Management from LaRoche College.  He served with the United States Navy as a Hospital Corpsman and a Field Corpsman with the United States Marine Corps in Vietnam.

He has been a board member of the Veterans Leadership Program of Western Pennsylvania since 1989, Amen Corner since 2006 and served on the board of the Bairel Family YMCA for 20 years and has been Chairman of the Board for each of these organizations.  He currently holds the position of First Vice President of the Rotary Club of Pittsburgh.  He has taught as an adjunct faculty member at LaRoche College, Duquesne University, Chatham College and Carnegie Mellon University.   Ray is also a member of the Society for Human Resource Management and The HR Leadership Forum.

Ray lives in Wexford with his wife Paula and has two grown children Kaylyn and Marc.  Kaylyn and her husband, Mark, have one daughter, Lily.  Marc and his wife, Kat,have two daughters, Aurora and Carolina.

Dotti Bechtol
Fiduciary Asset Business Development Officer

Phone - 412.227.3208
Email - dbechtol@fragassoadvisors.com

“It is important to me to completely understand the client’s priorities and implement a plan which can more than satisfy their goals. This helps create and nurture a long-term relationship built upon trust.”

Dotti joined Fragasso in 2011, after serving as CEO of a local nonprofit. Dotti is responsible for business development with organizations where there is trustee responsibility over fiduciary assets, such as foundations and endowments, board-directed funds, and defined benefit and contribution plans. She works diligently to expand the firm’s recognition to those who may benefit from Fragasso’s caliber of investment management.

• Chair, Board of Governors for the Rivers Club
• Member, Board of Directors for Vintage Senior Center
• Member, Advisory Board for the Pittsburgh Vintage Grand Prix
• Co-Chair, Tom Hershberger Scholarship Committee of Chatham University

• Executive Director, Health Hope Network
• Acting General Manager, Industrial Steel Construction
• Vice President Acquisition Team, Levinson Steel Company

• Six Sigma Green Belt Certification

• B.A. Economics and Psychology Summa Cum Laude Chatham University

Jennae Backo
Marketing Specialist

Phone - 412.227.3238
Email -jbacko@fragassoadvisors.com

“One of the most enjoyable aspects of my position in the marketing department is planning client events. I take pleasure educating and entertaining our clients, along with their family and friends. It is important to know our clients feel both well-informed and feel valued as a loyal client through our educational seminars and events.”

Jennae supports the Seminars and Marketing department by processing all incoming prospect information, maintaining the client database, and tracking and analyzing reports. She also helps develop and implement Fragasso Financial Advisors' advertising and publicity events, direct mailings, and the e-mail newsletter.

• Fragasso Financial Advisors, Director of First Impressions, 2007 -2009
• Fragasso Financial Advisors, Sales and Administrative Specialist 2009 - 2012

• B.F.A. Robert Morris University, Bachelor of Fine Arts with concentration in Graphic Design

Loriann Ostermueller
Manager, Marketing

Phone - 412.227.3206
Email - lostermueller@fragassoadvisors.com

“Being part of the marketing department means that most of my contact with clients is indirect, whether through our website, newsletters, or other communications, but I enjoy knowing that clients receive their information from something that I’ve created. I take pride in making those materials as interesting and insightful as possible.”

Loriann has been working in the marketing department at Fragasso since she joined the firm in 2005. As the Manager of Marketing she is responsible for administration of the website, the firm’s social media strategy, seminar layout, event coordination, as well as marketing literature design. Additionally she oversees client communications whether in print or online.

Loriann has volunteered her time reading to students at Weil Elementary as part of the Beginning with Books program and is a graduate of Leadership Pittsburgh’s LDI program. She has also donated her design services to the Pittsburgh Rotary, Duquesne University's AE/ATO alumni, and Animal Friends' Dash for Dogs and Cats. Loriann lives with her husband, Chris, and their son in Monroeville.

• Senior Marketing Associate, Philadelphia International Advisors
• Marketing Associate, The Glenmede Trust Company
• Assistant Director of Membership, Better Business Bureau of Eastern PA

• B.S. Rowan University

• Graduate, Leadership Pittsburgh’s Leadership Development Initiative

Paulette (Polly) Aites
Manager, Client Account Administration

Phone - 412.227.3235
Email - paites@fragassoadvisors.com

“In my newly designated position of administrative supervisor, I strive to find efficient ways to operate to best serve our clients and staff.”

Polly uses her supervisory skills as the Senior Account Specialist to head up the Administrative department at Fragasso.  She also has responsibility for processing administrative paperwork for new and managed accounts and follow-up for outside investment sources.  Polly joined Fragasso in 2005.

Polly earned her B.S. in Business Administration with a specialization in Accounting from Clarion University of Pennsylvania.  She lives with her husband and children on the East Side of Pittsburgh.

Shelli Bowers
Client Account Specialist

Phone - 412.227.3217
Email - sbowers@fragassoadvisors.com

“It is very satisfying hearing from clients about how much they appreciate the services that they receive from me and Fragasso.”

In her position of Client Account Specialist, Shelli works with clients by processing all aspects of administrative paperwork including fund transfers and new and managed account applications.  In addition to paperwork, Shelli also handles the processing of all outgoing checks and journals, form ordering, mailings and maintenance of client files.

Shelli has a Master of Science in Counseling Psychology from Chatham University and a Bachelor of Arts in Legal Studies from The University of Pittsburgh.  She is also a Public Notary in the state of Pennsylvania.

Shelli volunteers her time reading to children at Weil Elementary as part of the Beginning with Books program.  She lives with her husband, DeWayne, in the North Hills of Pittsburgh.

Mary Ellen Zik
Client Account Specialist

Phone - 412.227.3229
Email -mzik@fragassoadvisors.com

“I am very personable and a perfectionist.  Because of these traits, I find that clients are very comfortable with me and feel they can rely on me to take care of their needs.”

Mary Ellen’s friendly demeanor is especially important in her work as a Client Account Specialist.  She is responsible for working with clients to process all aspects of administrative paperwork including fund transfers and new and managed account applications.  Mary Ellen also handles all of the follow-up for outside investment sources.

Mary Ellen has over 29 years experience in the financial industry and worked with Bob Fragasso when he was part of Smith Barney as his Administrative Manager.  She has spent the last 15 years working as the Office Manager/Client Service Specialist for a small independent brokerage company in Pittsburgh.  Mary Ellen is a graduate of the University of Pittsburgh with a BA in Speech and Communications and a minor in Business.  She volunteers her time as a Lector and Money counter for St. Januarius Parish in Plum Borough.  She resides in Washington Twp., Westmoreland Cnty with her husband David and 87 year old father.

Barbara Dressler
Director of First Impressions

Phone - 412.227.3230
Email - bdressler@fragassoadvisors.com

“Almost everyone will make a good first impression, but only a few will make a good lasting impression.”

Barb has been assisting clients since 2001 when she joined us at Fragasso Financial Advisors. Her strong people skills, and long career in customer service, made her a prime candidate to take on the front desk position earlier this year.

She looks forward to meeting all of our clients, and is determined to make a lasting impression.

• Wait Staff Trainer, Red Lobster
• Retail Manager, Eckerd Drugs

Joy Holden
Client Account Specialist

Phone - 412.227.3234
Email - jholden@fragassoadvisors.com

“Clients often comment on my friendly demeanor.  I find it puts them at ease and allows us to communicate more effectively.”

Joy uses her communication skills as a Client Account Specialist where she is responsible for processing all aspects of administrative paperwork including fund transfers and new and managed account applications.  Joy also handles the processing of all client paperwork and the follow-up for outside investment sources. 

Prior to joining Fragasso, Joy worked for ten years as the Office Manager at a small family business.  Joy is a graduate of Duquesne University's School of Leadership and Professional Advancement with a Bachelor of Science in Professional Studies. She volunteers her time as the Managing Director for the Bulgarian-Macedonian National Educational and Cultural Center. Additionally, Joy is a performer with the BMNECC's dance ensemble "Otets Paissi" and is an annual participant in the Pittsburgh Race for the Cure.  Joy is also performs with the Rankin Croatian Home’s Croatian ensemble in the Annual Folk Festival.

Linda Marshall
Client Account Specialist

Phone - 412.227.3225
Email - lmarshall@fragassoadvisors.com

“I love knowing my hard work and dedication is being done to personally help out each and every one of our clients. When a client recommends your company to a friend, that is when you know you have done your job right.”

Linda’s dedication is especially important in her work as a Client Account Specialist. She is responsible for working with clients to process all aspects of administrative paperwork including fund transfers and new and managed account applications. Linda also handles all of the follow-up for outside investment sources.

• Corporate Actions Analyst, BNY Mellon
• Executive Assistant, Allen Tate Company, Charlotte, NC

• Graduated Cum Laude from Clarion University of Pennsylvania 2005
• Bachelor of Science
• Major in Communications, Minor in Speech Communications

Lindsay McArdle
Administrative Specialist

Phone - 412.227.3200
Email - lmcardle@fragassoadvisors.com

“With every new day, comes another chance to develop your skills and learn from those around you.”

Lindsay assists our CEO, President, and Controller-HR Manager with special assignments, and she is responsible for managing supplies and office equipment, as well as collaborating meetings, maintaining client account information and providing filing and binding services for reports.

• Receptionist/Director of First Impressions - FFA

• B.A. Robert Morris University

Nadene Sales
Human Resources Manager and Controller

Phone - 412.227.3215
Email - nsales@fragassoadvisors.com

“Although I do not deal directly with clients, I am always gratified to see how happy they are when they come to see us in the office. Their smiles in the hallways are evidence of their loyalty to our firm.”

Nadene is responsible for all facets of the daily internal accounting and fiscal oversight of the firm. She prepares the annual budget and provides periodic analytical studies. In her role as Human Resources Manager, Nadene is responsible for payroll, benefits and industry compliance for all employees. She also manages the administration of the office facilities. “My job is to ease the administrative burden on our Advisors so that they can concentrate on client service.”

• HR Manager, Roche Diagnostics, Atlanta, GA
• HR Consultant, Johnson Controls, Pittsburgh & Atlanta
• Owner/Operator, Regent Square Theater, Pittsburgh

• B.A. Chatham College

• Member, Society for Human Resources Management
• PHR designation, 2001

William Wolfe,AIF®

Financial Advisor

Phone - 412.227.3233
Email - wwolfe@fragassoadvisors.com

“I take the initiative to explore better and more creative options for our clients. It is rewarding to know that your research can help improve a client’s life.”

Bill has been using his initiative and creative thinking as an investment manager, and now financial advisor, since he joined Fragasso in 2007. He is responsible for preparing annual reviews, implementing recommendations of client portfolios, and processing the re-allocation of various funds.

• Investment Manager

• Accredited Investment Fiduciary®
• Series 7and 66 securities licensed

• B.A. University of Dayton – Economics and Finance

• Graduate, Leadership Pittsburgh’s Leadership Development Initiative

Cary Beach

Chief Compliance Officer

Phone - 412.227.3216
Email - cbeach@fragassoadvisors.com

“In the regulatory environment we face today, it is crucial for firms and employees to adhere to and understand the rules and requirements we must follow in all aspects of the business.  Compliance cannot be looked at as just the responsibility of the CCO; it is the responsibility of everyone associated with Fragasso.”

Cary has joined Fragasso as the Chief Compliance Officer responsible for the regulatory and investment oversight of the firm.  His responsibilities include the review and approval of client transactions, collaborating with the Marketing Department to provide approval for the company’s advertising, project management of our Hybrid RIA business model, enhancing internal policies & procedures and developing controls which will test the effectiveness of those policies & procedures.  Cary brings sixteen years of experience in investment compliance which have included functions such as account surveillance and monitoring, audit, complaint resolution and compliance training for newly hired representatives.  “I am honored to have the opportunity to manage our firm’s risk while working with such an experienced and professional group people.”

Cary earned a BA in General Arts and Science, with a Marketing focus from the Pennsylvania State University and holds a Six Sigma Green Belt Certification in Financial Services.  He is a member of Corinthian Lodge No. 573, Free & Accepted Masons and lives in the North Hills of Pittsburgh with his wife Laura and their two boys Nathaniel and Joshua.

Yuija Chen

Investment Analyst

Phone - 412.227.3223
Email - ychen@fragassoadvisors.com

“As an investment analyst, detailed quantitative analysis is a big part of the role. But what I find most gratifying is guiding a client’s financial health through intelligent investment decisions.”

Yujia joined Fragasso in November 2012 as an investment analyst in the Portfolio Management Department. She is integral to the investment management team by assisting with the selection and analysis of various investment securities using detailed fundamental analysis. Yujia is also responsible for reviewing investment strategy, asset allocation, and original research.

• Polaris Library Systems: Academic Consultant
• M&T Bank: Academic Consultant
• BNY Mellon: Treasury Service Department Associate
• China Citic Bank: International Business Department Intern
• Bank of Communications: Credit Department Intern

• CFA 2013 June Level II candidate

• M.B.A., Syracuse University
• B.E., Shanghai Institute of Foreign Trade

Brandon Schwan

Investment Manager

Phone - 412.227.3219
Email - bschwan@fragassoadvisors.com

"I am proud to be part of a dynamic team whose comprehensive efforts work together to help provide peace of mind and financial stability of our clients."

Brandon joined Fragasso in November 2012 as an Investment Manager in the Portfolio Management Department working with advisory clients. He is responsible for the implementation of the portfolio management strategic and tactical changes, reviewing asset allocation, and the financial planning analysis with the Fragasso Financial Advisors.

• Series 7and 66 securities licensed

• B.S., Purdue University