Leadership transition The firm recently appointed a new CEO, Christine Robinette, in May 2026, signaling a potential shift in strategy, client experience, and growth focus. This presents an opportunity to engage on strategic partnerships, advisory services expansion, and integrated planning solutions aligned with the new leadership’s priorities.

Growth footprint With five offices and a headcount around 50 professionals, Fragasso maintains a regional footprint in the Pittsburgh area and surrounding locales. This suggests upsell potential to local high-net-worth individuals and families, as well as corporate retirement plan and non-profit services within its market.

Wealth management focus As a fee-based investment management and financial planning firm serving individuals, families, business owners, corporations and endowments, there are opportunities to cross-sell estate planning, tax strategies, business succession, charitable giving and risk management solutions to existing clients.

Tech and data Utilizes a mix of marketing and CRM tools including Salesforce, Google Tag Manager and analytics platforms, indicating readiness for data-driven prospecting, personalized campaigns, and targeted outreach to high-potential segments such as endowments and nonprofits.

Growth signals Recent press highlights include publication launches, financial literacy initiatives, and strategic investments, signaling a growth mindset and willingness to partner on educational content, advisory programs, and strategic investments that align with client education and planning priorities.