President, Executive Director of Portfolio Management
Daniel joined Fragasso within the portfolio management department in 2007. His first role with the firm was as portfolio manager. He was later promoted to director of portfolio management and now serves as the president for Fragasso. In this role, Daniel oversees the development and implementation of the firm’s strategic direction across each department. As chair of the Investment Committee1, he has executive oversight of the portfolio management department and is involved in various aspects of the decision making and strategic perspectives related to investment portfolios. Having spent several years in portfolio management, Daniel was instrumental in creating and refining Fragasso’s investment discipline. Daniel has over 25 years of experience in the industry. Prior to his time with Fragasso, Daniel was part of an investment research team and was instrumental in the management of over $10 billion in institutional assets for retirement plans, endowments and foundations. Daniel has always had a true passion for the financial industry and in particular how portfolio management and comprehensive financial planning can help drive better outcomes. His passion, knowledge and high ethical standards have helped establish his reputation in the industry. Each day he is driven to make a difference in the lives of our clients and inspires the staff at Fragasso to do the same. Daniel also serves as a member of the executive management team.
Daniel is native to the City Pittsburgh. He earned his bachelor’s degree and his M.B.A. from Duquesne University. He remains in the city to this day with his wife Samantha. He enjoys staying active through various outdoor activities, golf notwithstanding. Daniel is passionate about giving back to the community, serving on various nonprofit boards including the Veterans Leadership Program of Western PA, the Pittsburgh Society of Investment Professionals and the Brashear Association. He was also selected as one of 50 Distinguished Alumni of Community College of Allegheny County.
Certified Financial Planner™ Professional
Accredited Investment Fiduciary®
Series 7, 24, 63, and 65 securities licensed through Private Client Services
Passed Level I CFA® exam
Insurance licensed, Pennsylvania
1) The Fragasso Investment Committee is comprised of the portfolio management team and several financial advisors, meets quarterly to discuss market trends, current investment outlook, portfolio construction, implementation and issues on clients’ minds.