CONTACT INFORMATION
LOCATION
North Hills
2200 Georgetown Drive, Suite 302, Sewickley, PA 15143
.
CONTACT INFORMATION
LOCATION
North Hills
2200 Georgetown Drive, Suite 302, Sewickley, PA 15143
As a financial planning analyst, Will collaborates with financial advisors to develop customized analyses for clients, including evaluating investment performance, retirement cash flow projections, and strategic asset allocation to help clients remain on track toward their financial goals. Prior to joining Fragasso, William was at BNY Mellon where his work was focused on derivatives lifecycle management and handling complex products for institutional clients.
William grew up in Flatwoods, West Virginia and obtained his bachelor’s degree in finance from West Virginia University. His family owns and operates a small hotel business in rural Flatwoods, where William worked his first jobs as a teenager doing everything from landscaping to tending bar!
Since residing in Pittsburgh, William enjoys exploring the city while listening to audio books. He is a Premier League Soccer and WVU sports fan.