Daniel Tatomir

Dan brings more than 25 years of industry experience helping organizations design and manage effective retirement plans. Dan specializes in employer-sponsored retirement plans for private companies and nonprofit organizations, partnering with plan sponsors to align plan design, provider selection, and investment oversight with the organization’s goals and fiduciary responsibilities.

Working closely with Fragasso’s portfolio management team, Dan evaluates and monitors each plan’s investment lineup to ensure it adheres to the established criteria and serves the best interest of plan participants. He also leads participant education efforts, helping employees understand and maximize the benefits of their retirement plan to better position themselves for long-term financial success.

Additionally, Dan helps business owners prepare for the eventual transition or sale of their companies. He guides owners in identifying their personal and financial goals, evaluating the value of their business through an opinion of value, and creating a plan that aligns business outcomes with long-term financial independence.

Dan resides in Mt. Lebanon with his wife and three children. He holds a bachelor’s degree in business and economics from the University of Pittsburgh and enjoys fly-fishing, cycling, and supporting Pitt athletics.