
Brenda Beam
Brenda joined Fragasso in 2022 as a client account specialist. She is an integral part of the client experience at Fragasso as she serves as a liaison between the client …
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Brenda joined Fragasso in 2022 as a client account specialist. She is an integral part of the client experience at Fragasso as she serves as a liaison between the client …
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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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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 …
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Greg manages the human resources function within Fragasso. He supports the overall growth of the firm by spearheading the staffing and recruitment areas, as well as maintaining and developing programs …
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As a financial advisor, Andrew meets with clients to discuss their objectives, as well as monitors and manages their investment portfolios through the implementation of a personalized financial plan and asset modeling. …
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Marsha develops and manages the marketing strategies, plan and budget for Fragasso. She oversees the collaboration of a talented marketing team which strives to solidify and promote the Fragasso brand …
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As a financial advisor, Bryan is driven to help clients work towards their financial goals through proper planning. Prior to joining Fragasso in 2016, Bryan worked as a financial advisor …
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Bonnie joined Fragasso as the director of first impressions in 2016 and has since been promoted to client account specialist. In her new role, Bonnie supports the financial advisors with …
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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. …