Chief Investment Officer
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 well as co-managing the firm’s Large Cap Stock portfolio. He oversees Fragasso’s in-house portfolio management team to ensure a cohesive investment management approach. Michael and his team research and identify a wide array of investment options to fit the needs of Fragasso’s high-net worth clientele. He often collaborates with the financial advisors to discuss the firm’s investment philosophy, portfolio decisions and addresses various concerns with clients and prospects. Additionally, Michael is a member of the Fragasso Investment Committee.1
Prior to joining Fragasso Financial Advisors, Michael worked as an associate portfolio manager for AllianceBernstein in New York City focusing on managing assets for institutional clients within the firm’s Small Cap Value and Low Volatility models. Additionally, Michael was a trader for a Chicago proprietary trading firm where he focused on trading S&P 500 options on the Chicago Board Options Exchange.
Michael is a graduate of James Madison University with a bachelor’s degree in business administration. He serves as a board member for Rising Tide Partners which is a non-profit dedicated to restoring communities and preserving affordable housing.
Michael lives in Mt. Lebanon with his wife and three children. In his spare time, he enjoys traveling having attended the last three World Cup events.
Certifications:
CFA® Charterholder
Series 7 and 66 securities licensed through Private Client Services
1) The Fragasso Investment Committee is comprised of the portfolio management team and several financial advisors. The committee meets quarterly to discuss market trends, current investment outlook, portfolio construction, implementation, and issues on clients’ minds.