Vice President, Institutional Assets Manager
For more than 20 years T.J. has spent his professional career working side-by-side with clients to work toward a more secure financial future. Born and raised in Altoona, Pa., T.J. began his career in Philadelphia as a senior financial consultant where he was responsible for the top 2 percent of his employer’s ultra-high net worth clientele. He moved to Pittsburgh in 2005, continuing his career as a director of client services and then becoming vice president, financial advisor at Fragasso. His focus includes servicing nonprofit organizations and institutional clients. He is responsible for working directly with clients in the ongoing management and monitoring of their investment portfolios as well as helping our partners fulfill their fiduciary responsibilities. This includes regular review meetings, implementation of financial plans and ongoing communication. T.J is also a member of the Fragasso Investment Committee.1
T.J. earned his bachelor’s degree in business management from Lock Haven University of Pennsylvania. T.J. is a member of the Financial Planning Association. He currently resides in Upper St. Clair with his family. In his spare time he enjoys outdoor activities such as fishing, hiking and camping. He is an avid reader and, of course, he’s a Pittsburgh sports fan. T.J. is passionate about the community and works with several local charities. But most importantly, T.J. loves spending time with his wife, Chrissy and their two daughters.
Certified Financial Planner™ Professional
Chartered Advisor in Philanthropy®
Certified Fund Specialist®
Series 6, 7, 63 and 65 securities licensed through Private Client Services
Insurance licensed, Pennsylvania
Accredited Investment Fiduciary®
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.