
John Wissinger
John is a member of Fragasso’s internal technology and operations department. In his role, he works to troubleshoot software and hardware issues providing solutions to both clients and co-workers. Prior …
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John is a member of Fragasso’s internal technology and operations department. In his role, he works to troubleshoot software and hardware issues providing solutions to both clients and co-workers. Prior …
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As a financial analyst at Fragasso, Carly is an integral part of the financial planning process. She enjoys working in teams and is a great communicator which are key skills …
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Nicholas joined Fragasso as a financial planning analyst in 2022. In this role, he works with a team of financial advisors to prepare financial plans, retirement projections, and annual reviews …
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As an investment analyst for Fragasso, Serhiy researches investment opportunities as well as contributes to reviewing, monitoring and providing guidance on different strategies in clients’ portfolios. Prior to Fragasso, he …
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Christine joined Fragasso as controller in 2013 after heading up a successful home health care agency as its chief operations officer. At Fragasso, she was quickly promoted from controller to …
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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 …
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Nicole has nearly two decades of experience in information technology. She started as a help desk attendant and held nearly every IT position in between. One of Nicole’s key career …
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Yvette is Fragasso’s director of first impressions. Yvette enjoys connecting with people and helping others. In her role, she utilizes her people skills daily by interacting with clients, colleagues and …
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As the senior investment analyst, Jim focuses on researching investment opportunities for Fragasso’s clients, specializing in equities. He is also a member of the Fragasso Investment Committee.1 Prior to joining …
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Christi oversees the financial advisors and marketing department to deliver consistencies in the Fragasso client experience across the firm. Christi manages this function from the initial contact to financial data …