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 managing the firm’s Large Cap Stock portfolio. Michael is also 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. Michael was born and raised in Mt. Lebanon and currently lives in Shadyside with his wife and three children. In his spare time, Michael 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.