Senior Vice President, Financial Advisor
Bill joined Fragasso in 2007 after working as an intern. After graduation, he joined Fragasso as a portfolio manager but has since been promoted to a financial advisor. In addition to being a financial advisor, he oversees the staff and overall operations of the North Hills office. Bill 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. He has strong relationships with CPAs, attorneys and banking professionals helping him provide full-scale service to his clients.
Bill was born in Pennsylvania but spent the majority of his childhood in Connecticut. After attending college in Ohio, he moved back to Pittsburgh and has been here since. He earned his bachelor’s degree in finance and economics from the University of Dayton. In his spare time, Bill enjoys working with local charities to help those in need including, Circus Saints and Sinners. He lives in the North Hills with his wife Laura and is active in the Catholic Church.
Certified Financial Planner™ Professional
Series 7 and 24 securities licensed through Private Client Services
Series 66 securities licensed through Private Client Services and Fragasso Financial Advisors
Insurance licensed, Pennsylvania