Department: Portfolio Management

As an investment analyst for Fragasso, Serhiy researches investment opportunities as well as contributes to reviewing, monitoring and providing guidance on different strategies in clients’ portfolios. Prior to Fragasso, he …

Steve is part of Fragasso’s in-house portfolio management team. As the trader, he is responsible for executing client trading activities. Steve regularly rebalances portfolios, monitors portfolio performance across taxable and …

As the senior investment analyst, Jim focuses on researching investment opportunities for Fragasso’s clients, specializing in equities. He is also a member of the Fragasso Investment Committee.1 Prior to joining …

Michael is Fragasso Financial Advisors’ Chief Investment Officer. In this role, Michael is tasked with reviewing, monitoring and providing guidance on the asset allocation strategies in our clients’ portfolios as …