Steve is part of Fragasso’s in-house portfolio management team. As the trader, he is responsible for executing client trading activities. Steve regularly rebalances portfolios, monitors portfolio performance across taxable and non-taxable accounts, and performs tax loss harvesting to proactively manage our clients’ tax implications.
For as long as he can remember, Steve has always had an interest in the stock market and the analytics behind it. He began his career in the wealth divisions of Bryn Mawr Trust in Philadelphia and at BB&T in Charleston, South Carolina. He obtained his degree in finance from the Catholic University of America in Washington, D.C.
Steve is a Pittsburgh native and an avid sports fan, as he enjoys watching the Steelers, playing golf, and coaching basketball. He and his wife, Kim, enjoy spending time with their energetic lab/coonhound mix who they recused from a shelter in Charleston, South Carolina.