Brandon Schwan

Brandon began his career at Fragasso more than a decade ago and was promoted to senior vice president in 2023. He is committed to delivering exceptional client service and places a premium on building lasting, collaborative relationships to help clients navigate their financial journey throughout their lifetime and beyond.

In addition to holding the Certified Private Wealth Advisor^® (CPWA^®) designation since 2019, Brandon earned the Enrolled Agent (EA) credential in 2025, allowing him to provide his clients with advanced tax guidance. This specialization enhances his ability to integrate sophisticated tax planning strategies into comprehensive wealth management solutions.

Brandon specializes in creating bespoke financial plans for high-net-worth families and individuals with complex compensation structures, such as equity awards and stock options. His approach blends investment management with proactive tax and estate planning to optimize after tax outcomes and preserve wealth across generations.

Brandon was born in Pittsburgh, but moved around growing up, living in Montreal, Philadelphia, and Harrisburg. He made his way back to Pittsburgh after earning his bachelor’s degree in business management and finance from Purdue University. Brandon is an avid traveler who relishes exploring diverse cultures and traditions with his wife, Kylie.