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 three 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 and serves on the Board of Trustees of La Roche College. 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.
Click here to watch Bob discuss his roots in Pittsburgh, experience with investing, being charitable, and the importance of good financial management.
Financial Advisor Teams - Deborah Graver,CFP®,CLU®,AIF®
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 and her M.B.A. from the University of Pittsburgh. She is securities registered through LPL Financial 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 the Jewish Healthcare Fund, 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.
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.
Financial Advisor Teams - Michael Fertig, AIF®
Michael Fertig, AIF®
Managing Director, Sales and Financial Advisor Development
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 licensed for insurance and is securities registered through LPL Financial.
As Managing Director of Sales and Financial Advisor Development, Michael creates programs to help train our financial advisors on the best ways to serve their clients. He also works with them to identify and develop new sales outreaches to insure the future success and growth of Fragasso Financial Advisors. “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.
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.
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.
Financial Advisor Teams - Gregg Daily, AIF®
Gregg Daily,AIF®
Vice President
Phone - 412.227.3213
Email - gdaily@fragassoadvisors.com
Gregg works with clients in implementing their financial plans and in the ongoing review and management of their investment portfolios and insurance needs. He is licensed for insurance and investments by all of the appropriate licensing bodies. He holds an Associates Degree from the Western School. Gregg has been with Fragasso Financial Advisors since 2002, and came with previous experience with two major financial firms.
Gregg is a member of the Community Relations Committee at the River's Club in downtown Pittsburgh, promoting outreach and sponsorship of events that benefit the greater Pittsburgh area. He is also 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.
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.
Financial Advisor Teams - James Danko, AIF®
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.
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.
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.
Financial Advisor Teams - Bryan Hoover, AIF®
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 licensed for insurance and is securities registered through LPL Financial. 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. She recently participated in the American Lung Association Fight for Air Climb. Liliann lives in the South Hills with her husband and two daughters.
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.
Financial Advisor Teams - Liliann Moser, AIF®
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 is securities registered through LPL Financial. She recently participated in the American Lung Association Fight for Air Climb. Liliann lives in the South Hills with her husband and two daughters.
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 licensed for insurance and is securities registered through LPL Financial. Bryan resides in Pennsbury Village with his wife.
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.
Financial Advisor Teams - Melissa Richey,CFP®, AIF®
Melissa Richey, CFP®,AIF®
Vice President
Phone - 412.227.3227
Email - mrichey@fragassoadvisors.com
Melissa works directly in the management and monitoring of client investment portfolios. This includes regular review meetings, implementation of financial plans, and ongoing client communications.
Melissa joined Fragasso in 2001 with four years of experience working as a Financial Advisor with a national financial service firm in the financial planning and brokerage arena. In addition, she was an Independent Financial Advisor with a local financial planning firm. She is a graduate of Slippery Rock University with a B.S in Finance. She is licensed for insurance and investments by all of the appropriate licensing bodies. In 2004, Melissa earned her Certified Financial Planner ™ designation through the American College of Financial Planning. She is licensed for insurance and investments by all of the appropriate licensing bodies.
Melissa lives in Wexford with her husband Doug and their three daughters.
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.
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.
Financial Advisor Teams - Brian Robinette,AIF®, CRPS®
Brian Robinette, AIF®, CRPS®
Vice President
Phone - 412.227.3211
Email - brobinette@fragassoadvisors.com
“It is extremely rewarding to that 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 has also earned his Chartered Retirement Plans Specialist® and Accredited Investment Fiduciary® designations. Brian is also an active volunteer with the Cystic Fibrosis Foundation.
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.
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.
Financial Advisor Teams - Christine Robinette, CFP®, AIF®, MSW
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 licensed for insurance and securities registered through LPL Financial.
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.
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.
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.
