Robert Fragasso, CFP®,AIF®
Chairman and Chief Executive Officer
Phone - 412.227.3220
Email - rfragasso@fragassoadvisors.com
“You can truly accomplish your life’s goals if they are fashioned in the context of a solidly constructed financial plan. The answer is to take your life’s direction and the success into your own hands. We are here to help and will continue to ever increasingly refine our quality of service.”
With over four decades of experience in the investment and financial planning fields, Bob heads Fragasso Financial Advisors as Chairman and Chief Executive Officer. He has used that experience to carefully craft a plan for the firm as we know it today. “We have extremely efficient processes and systems that have been refined over the years, which include rigorous investment management processes and personalized financial planning for each client devoid of proprietary product bias. The highly evolved management team guarantees quality assurance and perpetuity for the firm.”
Bob is a graduate of Duquesne University and served in the U.S. Marine Corps. He earned his CFP® or Certified Financial Planner ™ designation in 1982 from the College for Financial Planning and was recently honored as a founding member of that profession. He is also active with several local charities including the board of Animal Friends, a no-kill animal shelter. He is Chairman of the Board of Governors of the Rivers Club and a past President of Amen Corner, a 135 year old business and social group. Bob chairs the board of Entrepreneuring Youth, serves on the Board of Trustees of La Roche College and on the Board of Directors for the Pennsylvania Economy League Southwestern Pennsylvania. He is also serves on the Investment Committee for Pittsburgh Action Against Rape. Bob was selected to Duquesne University's Century Club of notable graduates and designated a Distinguished Alumnus of Carrick High School.
Bob was selected as one of the Top 100 Independent Investment Advisors nationally by Barron's Magazine1 and among the 100 Best Investment Advisors by The Best of the U.S., Inc.2 He was also named one of the Top 100 Investment Advisors nationally by Registered Rep Magazine 3 and the firm was designated a Winner's Circle recipient by Research Magazine for being one of the Top 5 Investment Teams in America.4 Locally, Bob was recognized by the Pittsburgh Business Times as a Diamond Award Winner 5 which honors the region's top CEO's and presidents.
Bob is the author of Starting Your Own Practice: The Independence Guide for Professional Service Providers, published by John Wiley and Sons.
Gregg Daily,AIF®
Vice President
Phone - 412.227.3213
Email - gdaily@fragassoadvisors.com
“I am proud of the fact that I have helped my clients stay on course during different types of market corrections and personal situations.”
Gregg has been helping his clients stay on track since he started with the firm in 2001, after working at two other financial firms. He works with clients in implementing their financial plans and in the ongoing review and management of their investment portfolios and insurance needs. He also works closely with the portfolio management team to evaluate how to control risk and volatility in client portfolios. He is securities registered through LPL Financial and licensed for insurance in the state of Pennsylvania. Gregg holds an Associates Degree from Sanford-Brown. “My primary goal is to help keep my clients on track so they can stay on their chosen financial path.”
Gregg is on the Board of Directors for Chatham Baroque and serves on the Jefferson Hills Economic Development Commission. Gregg is married with three children and resides in the South Hills.
James Danko,AIF®
Vice President
Phone - 412.227.3207
Email - jdanko@fragassoadvisors.com
“I enjoy helping clients through their life’s transitions. I have been able to assist them by providing education expense analysis as well as helping a surviving spouse learn to manage the family's assets. I determine the value of my services by the feedback I receive from my clients.”
Since joining the firm in 2000, Jim has been assisting his clients through many transitions by working directly in the ongoing management and monitoring of their investment portfolios. He joined the firm after gaining valuable experience at a major local bank, working in the brokerage department. “What gratifies me most when working with clients is being able to take the concerned look from their faces by showing them that proper management of their assets will help them to reach their life’s goals.”
Jim graduated from Thiel College with a B.A. in both Actuary Science and Business Administration and earned his M.B.A. from Point Park University. He is securities registered through LPL Financial and licensed for insurance in the state of Pennsylvania.
Jim donates his time to the Pennsylvania Interscholastic Athletic Association as a wrestling official. He is married with one child and resides in the South Hills.
Michael Fertig,AIF®
Managing Director
Phone - 412.227.3240
Email - mfertig@fragassoadvisors.com
“I care very much about the well-being of my clients and their families. Working with them is so gratifying because they recognize the personal touches and acknowledge our efforts to do what is best for them.”
Michael has been caring for his clients through the management and monitoring of their investment portfolios including; the creation and implementation of financial plans, asset modeling, review meetings and ongoing client dialogue and communications. He is securities registered through LPL Financial and licensed for insurance in the state of Pennsylvania.
As Managing Director, Michael works with Dotti Bechtol in developing clients in the nonprofit community that would benefit from Fragasso’s investment management and fiduciary consulting. He joined the firm in 1993. “If a client calls I make sure that they are given great resources for whatever concern or issue they have. We are with them every step of the way.”
Michael is a graduate of Slippery Rock University with a major in Political Science. He is currently working toward his CFP® or Certified Financial Planner ™ designation through the College for Financial Planning in Denver.
Michael serves on committees for the South Hills Chamber of Commerce and also coaches youth baseball through the Bethel Baseball Association and youth football for the Bethel Park Junior Hawks. He resides in Bethel Park with his wife, Kathy, and their two children, Bailey and Kaitlyn.
Deborah F. Graver, CFP®, CLU®,AIF®
President and Chief Operating Officer
Phone - 412.227.3202
Email - dgraver@fragassoadvisors.com
“Many of our clients come to us because they have significant assets but do not have the time and/or ability to manage those assets and invest them appropriately to help them achieve financial stability. It has been very rewarding to work with such a wide range of clients; widows, married couples, philanthropic individuals, profit and non-profit organizations; and to help them achieve their wide variety of goals like educating their children, retiring at a desired age, creating their own legacy and managing endowment and retirement plans.”
Deborah helps all of the firm’s clients reach their goals as President and Chief Operating Officer by managing the daily operations of the firm and monitoring the quality assurance of all our of activities. As an experienced financial advisor, she also meets with select clients and prospective clients to evaluate their current financial situation, establish achievable long-term financial goals, and create a strategic plan to help them accomplish those goals. Deborah's areas of expertise include risk management and estate planning. “It is gratifying to see the look of relief from a client who had been overwhelmingly stressed until they sat down with us and worked through the details of a financial decision that needed to be made.”
Deborah joined Fragasso in 1993 after receiving her B.S. in Finance from Pennsylvania State University. She later received her MBS from the University of PIttsburgh in 1998. She is securities registered through LPL Financial, licensed for insurance in the state of Pennsylvania, and is registered as an Investment Advisory Representative, Chartered Life Underwriter® and Certified Financial Planner ™.
Deborah is an active board member of the Agency for Jewish Learning and Funding Committee, a committee member for the Jewish Federation of Greater Pittsburgh’s Funding Committee, and a member of Amen Corner and the Pittsburgh Council for the Anti-Defamation League. She is also a participant in the National Young Leadership Cabinet of the Jewish Federation of America. Deborah previously served on the Advisory Board for the Race for the Cure® and as an honorary board member for the Homeless Children's Education Fund. Deborah is a graduate of Leadership Pittsburgh and the Coro Women in Leadership program, and was honored in 2003 by the Cystic Fibrosis Foundation as one of Pittsburgh's 50 Finest. She lives with her husband, Matt and daughter, Shoshana in Pittsburgh.
Bryan Hoover,AIF®
Financial Advisor
Phone - 412.227.3205
Email - bhoover@fragassoadvisors.com
“It has been extremely satisfying to guide my retired and transitioning clients to help them find comfort in living the way that they have always envisioned.”
Bryan guides his clients to their goals by working directly in the management and monitoring of their investment portfolios. He also helps through asset modeling and ongoing communication. “Proactive communication and discussion create healthy, strong relationships that allow us to work toward long-term success, no matter what the market is doing.”
Bryan joined the firm in 2007 after receiving his degree in Journalism with a minor in Political Science from Pennsylvania State University. He is securities registered through LPL Financial and licensed for insurance in the state of Pennsylvania. Bryan resides in Pennsbury Village with his wife.
Liliann Moser,AIF®
Financial Advisor
Phone - 412.227.3239
Email - lmoser@fragassoadvisors.com
“With a comprehensive financial plan in place we are able to diversify clients’ portfolios, help reduce their investment risk, and manage their investments intelligently. It helps clients enjoy their retirement years, while still being able to leave a legacy to their children and grandchildren.”
As a Financial Advisor at Fragasso, Liliann has been assisting clients with the management and monitoring of their investments since 2007. She joined the firm in 2001 with thirteen years of previous working experience with a national financial firm in the financial planning and brokerage arena. “Being in the financial industry for over 25 years, and the experience of working with other financial institutions, has provided me the knowledge of the types of comprehensive financial planning services that we provide for our clients and the integrity with which we provide it.”
Liliann is a graduate of Bradford Business School with a Certificate in Executive Business Management. She is securities registered through LPL Financial and licensed for insurance in the state of Pennsylvania. She recently participated in the American Lung Association Fight for Air Climb. Liliann lives in the South Hills with her husband and two daughters.
Melissa Richey, CFP®,AIF®
Vice President
Phone - 412.227.3227
Email - mrichey@fragassoadvisors.com
“If I have happy clients, then I know that I’m doing the right things for them. When a client says, ‘thank you’ or ‘you’ve helped me so much’ – that is why I do what I do for a living. That kind of feedback means that I’m providing value to my clients and that is my objective.”
Melissa has been providing value to her clients through the management and monitoring of their investment portfolios since she joined the firm in 2001 as a Financial Advisor. She has since been promoted to her current position of Vice President. Melissa joined the firm after four years of experience working as a Financial Advisor with a national financial services firm. “It gratifies me to know that I am helping my clients by educating them on a long-term game plan that can help make a difference in their lives, not just their investments. That is what this job is all about.”
Melissa is a graduate of Slippery Rock University with a B.S in Finance.He is securities registered through LPL Financial and licensed for insurance in the state of Pennsylvania. In 2004, Melissa earned her Certified Financial Planner ™ designation through the American College of Financial Planning. She lives in Wexford with her husband Doug and their two daughters, Casey and Alexa.
Brian Robinette, AIF®, CRPS®
Vice President
Phone - 412.227.3211
Email - brobinette@fragassoadvisors.com
“It is extremely rewarding hat I can provide clients with the information necessary to make the decision to retire and we have the resources to help them make, and achieve, that all important goal.”
Brian has been helping his clients attain their goals since joining the firm in 1998. He 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. "Receiving feedback from clients during our review meetings helps me improve the value of what I provide to them."
Brian is a graduate of West Virginia University where he earned a B.S. in Human Resources Management. He is securities registered through LPL Financial and licensed for insurance in the state of Pennsylvania. Has also earned his Chartered Retirement Plans Specialist® and Accredited Investment Fiduciary® designations. Brian is also an active volunteer with the Cystic Fibrosis Foundation.
Christine Robinette, CFP®,AIF®, MSW
Vice President
Phone - 412.227.3243
Email - crobinette@fragassoadvisors.com
"I am so grateful when I can show my clients the steps that they need to take to help them attain their goals. It’s empowering to guide them to that 'ah ha' moment when they realize 'I can do this.'"
As a Financial Advisor, Christine has been empowering her clients to attain their goals since joining the firm in 1996. She 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. "Being their financial advisor means I should be their sounding board for all of their financial decisions. I continuously strive to make sure that my clients are satisfied with the service that they receive from me."
Christine attended the University of Pittsburgh for her undergraduate and graduate degrees in Social Work. In 2009, Christine earned her Certified Financial Planner ™ designation through the American College of Financial Planning. She is securities registered through LPL Financial and licensed for insurance in the state of Pennsylvania.
As an active member of her community, Christine volunteers her time on the Bethel Park Community Foundation board as Vice President. She resides in Bethel Park with her husband, Brian, and son Connor.
Daniel Dingus,AIF®
Managing Director, Chief Portfolio Strategist
Phone - 412.227.3236
Email - ddingus@fragassoadvisors.com
“One of the most gratifying moments in my work is helping guide clients to their goals through diligent management of their hard-earned assets in a manner which balances risk and reward.”
As Chief Portfolio Strategist, Dan is responsible for helping clients reach their goals through the management of portfolios and original research of investment opportunities. He is also tasked with achieving timely, innovative, and positive client investment results and responsible for our individual and corporate financial planning processes. Prior to joining Fragasso in 2007, Dan worked for a major asset management firm where he held a position as an Investment Research Analyst. “I enjoy the challenge of creating new and innovative solutions in all economic environments to keep our clients aligned with the goals.”
Dan is a graduate of Duquesne University with a B.S. in Economics and a Masters in Finance. He is securities registered through LPL Financial. Dan has also completed Level I of the Chartered Financial Analyst (CFA) Program. He volunteers his time reading to students at Weil Elementary as part of the Beginning with Books program and is a member of the Pittsburgh Stock and Bond Association as well as a member of the Board of Directors for Veteran’s Leadership Program of Western PA.
Colette Griffith
Portfolio Administrator
Phone - 412.227.3218
Email - cgriffith@fragassoadvisors.com
“I love being able to solve client problems and provide them the information that they need.”
As a Portfolio Administrator, Colette is responsible for preparing client reports and tracking security performance for review meetings.
Colette brings her experience in the financial industry from her work at a local bank and mortgage company. She joined Fragasso in 2001. Colette keeps herself active in the community by volunteering her time mentoring high school students through Entrepreneuring Youth and also reading to children at Weil Elementary through Beginning with Books. Her son is currently in the Army Reserves and attends Robert Morris University.
Brianne King,AIF®
Investment Manager
Phone - 412.227.3214
Email - bking@fragassoadvisors.com
“I take pride in having investment information at the ready for my team of financial advisors and our clients.”
As an Investment Manager, Brianne implements portfolio recommendations and assembles client annual reviews. She is also responsible for handling trades, processing requisitions and allocating funds for new accounts.
Brianne joined Fragasso in 2003 after earning her B.S. in Finance from Duquesne University. She is securities registered through LPL Financial and has completed the Essentials of Investment Consulting Program. Brianne volunteers her time by reading to children at Weil Elementary as part of the Beginning with Books program.
Karen Lapina,AIF®
Manager, Financial Planning
Phone - 412.227.3226
Email -klapina@fragassoadvisors.com
“I take great pride in seeing the financial plans we put together implemented and knowing that they are helping our clients live better lives.”
Karen has been with the firm since 1999 and has been working with prospects and existing clients as the Manager of Financial Planning creating comprehensive financial schedules geared toward client-specific life goals including retirement and estate planning and education funding. More recently she has stepped back into an advisor role, conducting presentations and review meetings for both individuals and company retirement plans, monitoring their investment portfolios and ultimately taking responsibility for helping them reach their financial goals. She is licensed for insurance in Pennsylvania and is securities registered through LPL Financial. She is currently working towards her CFP certification through the American College in Bryn Mawr.
Prior to joining our firm, Karen worked in for a large mutual fund company as well as a large insurance company managing clients in their retirement plan division. Karen received her B.S. degree in Finance from Drexel University and continues to work with the university through the Drexel Alumni Association. She is also a member of the Financial Planning Association. Karen lives with her husband and children in the Wexford area.
Andrei Voicu, CFP®
Managing Director, Chief Investment Officer
Phone - 412.227.3204
Email - avoicu@fragassoadvisors.com
“Having been able to successfully maintain clients on the right track through one of the most challenging financial crises and aftermath, has been one of the most rewarding experiences of my career.”
In his position of Chief Investment Officer at Fragasso, Andrei uses his expertise to select and allocate securities in custom designed stock, bond, and mutual fund portfolios. His management of the Investment Management department ensures that customized portfolio design is based on the specific and unique needs of each client. “We continually monitor progress towards each client’s objectives and make adjustments as necessary,” he said. “Many financial advisors only review accounts and make portfolio adjustments when they are scheduled to meet with a client. We pro-actively review and adjust to how markets may impact attainment of client goals on a continuous basis. Financial markets do not wait for annual review.”
Andrei has been with the firm since 1997 and brings prior experience at a major investment consulting and asset management firm. He is a graduate of the University of Pittsburgh in undergraduate and graduate studies in Business Administration. Andrei is securities registered through LPL Financial. He also earned the designation of Certified Financial Planner ™ through the American College of Financial Planning.
Andrei volunteers his time by serving on the Waldorf School of Pittsburgh finance committee and lives in Pittsburgh with his wife and son.
Raymond Amelio
Managing Director, Chief Marketing Officer
Phone - 412.227.3203
Email - ramelio@fragassoadvisors.com
“I enjoy marketing the firm to the community because how we serve our clients is second to none and it is important that people are made aware of our capabilities.”
As Managing Director and Chief Marketing Officer, Ray is responsible for marketing and client acquisition. This is accomplished by organizing financial education sessions, client events, working with the firm’s client base to obtain referrals and new business and promoting the company through various networking, advertising and public relations opportunities. “I find networking with potential clients a rewarding experience. Telling our story and seeing people understand how we can help them manage their financial future is a personally rewarding experience.”
Ray was graduated from Duquesne University with a B. A. in Political Science and received his Masters Degree in Human Resources Management from LaRoche College. He served with the United States Navy as a Hospital Corpsman and a Field Corpsman with the United States Marine Corps in Vietnam.
He has been a board member of the Veterans Leadership Program of Western Pennsylvania since 1989, Amen Corner since 2006 and served on the board of the Bairel Family YMCA for 20 years and has been Chairman of the Board for each of these organizations. He currently holds the position of First Vice President of the Rotary Club of Pittsburgh. He has taught as an adjunct faculty member at LaRoche College, Duquesne University, Chatham College and Carnegie Mellon University. Ray is also a member of the Society for Human Resource Management and The HR Leadership Forum.
Ray lives in Wexford with his wife Paula and has two grown children Kaylyn and Marc. Kaylyn and her husband, Mark, have one daughter, Lily. Marc and his wife, Kat,have two daughters, Aurora and Carolina.
Dotti Bechtol
Fiduciary Asset Business Development Officer
Phone - 412.227.3208
Email - dbechtol@fragassoadvisors.com
“It is important to me to assess the client’s priorities and implement a plan which more than satisfies their goals. This helps create and nurture a long-term relationship.”
Dotti joined Fragasso in 2011, after serving as CEO of a local nonprofit. She is responsible for identifying and developing prospective clients within the nonprofit community that can benefit from Fragasso’s caliber of investment management and fiduciary consulting. Dotti holds a BA in Economics and Psychology from Chatham University. “My clients’ comfort level and satisfaction is of the utmost importance to me.”
Dotti serves on the Board of Governors for the Rivers Club and the Advisory Board for the Pittsburgh Vintage Grand Prix. She previously served on the Visibility and Marketing Committee for Chatham University and was a member of the Allegheny County Immunization Coalition. She resides in O’Hara Township with her husband, John and has two grown children, Maralee and John. Maralee and her husband, Shawn, have one daughter, Maya.
Jennae Backo
Sales and Administrative Specialist
Phone - 412.227.3238
Email -jbacko@fragassoadvisors.com
“One of the most enjoyable aspects of my position in the marketing department is planning client events. I take pleasure educating and entertaining our clients, along with their family and friends. It is important to know our clients feel both well-informed and feel valued as a loyal client through our educational seminars and events.”
Jennae supports the Seminars and Marketing department by processing all incoming prospect information, maintaining the client database, and tracking and analyzing reports. She also helps develop and implement Fragasso Financial Advisors' advertising and publicity events, direct mailings, and the e-mail newsletter.
Jennae joined Fragasso in 2007. She earned her Bachelor’s degree in Fine Arts from Robert Morris University. She also volunteers her time as a mentor for Entreprenuering Youth, and is an annual supporter for The Race for Cure.
Loriann Ostermueller
Assistant Manager, Marketing
Phone - 412.227.3206
Email - lostermueller@fragassoadvisors.com
“Being part of the marketing department means that most of my contact with clients is indirect, whether through our website, newsletters, or other communications, but I enjoy knowing that clients receive their information from something that I’ve created. I take pride in making those materials as interesting and insightful as possible.”
Loriann has been working in the marketing department at Fragasso since she joined the firm in 2005. As the Assistant Manager of Marketing she is responsible for administration of the website, the firm’s social media strategy, seminar layout, event coordination, as well as marketing literature design. Additionally she oversees client communications whether in print or online. Prior to joining Fragasso, Loriann worked as a marketing communications specialist for over six years with an investment firm in Philadelphia. She earned her B.S. in Business Administration with a specialization in Marketing from Rowan University.
Loriann volunteers her time reading to students at Weil Elementary as part of the Beginning with Books program. She has also donated her design services to the Pittsburgh Rotary, Duquesne University's AE/ATO alumni, and Animal Friends' Dash for Dogs and Cats. Loriann lives with her husband, Chris, and their two cats in Monroeville.
Paulette (Polly) Aites
Senior Client Account Specialist
Phone - 412.227.3235
Email - paites@fragassoadvisors.com
“In my newly designated position of administrative supervisor, I strive to find efficient ways to operate to best serve our clients and staff.”
Polly uses her supervisory skills as the Senior Account Specialist to head up the Administrative department at Fragasso. She also has responsibility for processing administrative paperwork for new and managed accounts and follow-up for outside investment sources. Polly joined Fragasso in 2005.
Polly earned her B.S. in Business Administration with a specialization in Accounting from Clarion University of Pennsylvania. She lives with her husband and children on the East Side of Pittsburgh.
Shelli Bowers
Client Account Specialist
Phone - 412.227.3217
Email - sbowers@fragassoadvisors.com
“It is very satisfying hearing from clients about how much they appreciate the services that they receive from me and Fragasso.”
In her position of Client Account Specialist, Shelli works with clients by processing all aspects of administrative paperwork including fund transfers and new and managed account applications. In addition to paperwork, Shelli also handles the processing of all outgoing checks and journals, form ordering, mailings and maintenance of client files.
Shelli has a Master of Science in Counseling Psychology from Chatham University and a Bachelor of Arts in Legal Studies from The University of Pittsburgh. She is also a Public Notary in the state of Pennsylvania.
Shelli volunteers her time reading to children at Weil Elementary as part of the Beginning with Books program. She lives with her husband, DeWayne, in the North Hills of Pittsburgh.
Brianne Danko
Client Account Specialist
Phone - 412.227.3231
Email - bdanko@fragassoadvisors.com
“My organizational skills are my greatest asset when it comes to client service. When asked, I also enjoy using these skills to help my coworkers organize special projects.”
Brianne has been using her organizational skills in her position as Client Account Specialist since she started with the firm in 2005. She is instrumental in the follow-up procedure with outside investment sources to insure prompt and accurate processing as well as the completion of all aspects of administrative paperwork.
Brianne graduated from Slippery Rock University with a degree in Elementary Education. She is currently completing coursework for a Masters in Business Administration from Waynesburg University.
Barbara Dressler
Administrative Specialist
Phone - 412.227.3230
Email - bdressler@fragassoadvisors.com
“When I assist clients they remember how well I took care of them and often ask for me by name.”
Barbara has been assisting clients at Fragasso since 2001 when she joined us after working for more than 20 years as a trainer in the food service industry. In her current position, she maintains client account information and provides file and binding services for reports.
Barbara enjoys spending time visiting her son Derek, who is head writer for the Disney XD series Kick Buttowski, and daughter-in-law Miranda, an artist in California. She lives with her husband, Kevin, and dog Beau, an Animal Friends pit bull rescue, in Cecil.
Joy Holden
Client Account Specialist
Phone - 412.227.3234
Email - jholden@fragassoadvisors.com
“Clients often comment on my friendly demeanor. I find it puts them at ease and allows us to communicate more effectively.”
Joy uses her communication skills as a Client Account Specialist where she is responsible for processing all aspects of administrative paperwork including fund transfers and new and managed account applications. Joy also handles the processing of all client paperwork and the follow-up for outside investment sources.
Prior to joining Fragasso, Joy worked for ten years as the Office Manager at a small family business. Joy is currently attending Duquesne University's School of Leadership and Professional Advancement studying toward a Bachelor of Science in Professional Studies. She volunteers her time as the Managing Director for the Bulgarian-Macedonian National Educational and Cultural Center. Additionally, Joy is a performer with the BMNECC's dance ensemble "Otets Paissi" and is an annual participant in the Pittsburgh Race for the Cure. Joy is also performs with the Rankin Croatian Home’s Croatian ensemble in the Annual Folk Festival.
Lindsay McArdle
Director of First Impressions
Phone - 412.227.3200
Email - lmcardle@fragassoadvisors.com
“As the first person many people speak with or see in the office, I make it a personal commitment to do everything consistently and with a smile, whether helping clients, potential clients, or other people with whom we do business. I strive to be patient and pleasant with every contact that I make.”
Lindsay uses her interpersonal and organizational skills to greet clients, provide clerical support, answer incoming calls and schedule appointments as our Director of First Impressions. Lindsay joined Fragasso in 2007 after earning a Bachelor of Fine Arts Degree from Robert Morris University.
She has volunteered her time at Weil Elementary School reading to children as part of the Beginning with Books program.
Nadene Sales
Managing Director
Human Resources Manager and Controller
Phone - 412.227.3215
Email - nsales@fragassoadvisors.com
“Although I do not deal directly with clients, I am always gratified to see how happy they are when they come to see us in the office. Their smiles in the hallways are evidence of their loyalty to our firm.”
Nadene is responsible for all facets of the daily internal accounting and fiscal oversight of the firm. She prepares the annual budget and provides periodic analytical studies. In her role as Human Resources Manager, Nadene is responsible for payroll, benefits and industry compliance for all employees. She also manages the administration of the office facilities. “My job is to ease the administrative burden on our Advisors so that they can concentrate on client service.”
Nadene graduated from Chatham College with a Bachelors of Arts degree in English. She co-owned the Regent Square Theatre for 15 years, and then spent 12 years as a Human Resources professional in Pittsburgh and Atlanta before joining Fragasso in 2005. She is a member of the Society for Human Resources Management.
William Wolfe,AIF®
Investment Manager
Phone - 412.227.3233
Email - wwolfe@fragassoadvisors.com
“I take the initiative to explore better and more creative options for our clients. It is rewarding to know that your research can help improve a client’s life.”
Bill has been using his initiative and creative thinking as an Investment Manager since he joined Fragasso in 2007. He is responsible for preparing annual reviews, implementing recommendations of client portfolios, and processing the re-allocation of various funds.
Bill earned his B.A. in Finance and Economics from the University of Dayton. He is also a graduate of Leadership Pittsburgh’s LDI program. He is securities registered through LPL Financial.
