As an investment analyst, Mitch works in Fragasso’s portfolio management department. Mitch contributes to the processes of selecting and analyzation of various investment securities using detailed fundamental analysis. His role also focuses on stock research and investment strategy review. Prior to joining Fragasso, Mitch’s investment career began in the private wealth management division at William Blair & Co. in Chicago, IL. His interest in the financial industry started at a very young age, as his father is an investment advisor. Stocks and bonds were frequent topics of conversation at his family’s dinner table.
Mitch obtained his bachelor degree in financial economics at Brigham Young University-Idaho. He and his wife are new to Pittsburgh, having recently relocated from Chicago. He remains a dedicated fan of the Chicago Cubs. Mitch has also lived in West Virginia but spent the majority of his youth in St. George, Utah. At age 13, Mitch attained an Eagle Scout designation from the Boy Scouts of America, and consequently, he remains passionate about the outdoors and community service.
Series 7 and 63 registered through Private Client Services
Series 65 licensed through Fragasso Financial Advisors
Passed Level I CFA® exam