Vice President, Manager of Retirement Plan Advisors
Dan is a 15-year veteran of the financial services industry, serving Fragasso as our vice president, manager retirement plan advisors. He works with existing retirement plan clients and participants to help them work towards their financial goals, serving as the main point of contact for plan trustees. Working with the Portfolio Management Department, he reviews each plan’s investment lineup to ensure they meet the criteria of the plan, making recommendations to change fund options as necessary. Dan also manages and implements participant communication for new and existing plans, including enrollment meetings and participant education presentations.
Dan is a native of Pittsburgh, growing up the South Hills where he currently resides with his wife and their three children. He earned his bachelor’s degree from the University of Pittsburgh with a dual major in business and economics. When he’s not in the office, Dan enjoys fly-fishing, hiking and following his beloved Pitt Panthers.
Certifications:
Series 7 and 63 registered through Private Client Services
Series 65 registered through Fragasso Financial Advisors
Insurance Licensed, Pennsylvania
Accredited Investment Fiduciary (AIF)