About
William (Will) Skidmore is a Trading Analyst at Fragasso Financial Advisors, where he forms part of the in-house portfolio management team. In his current role, he is responsible for executing client trading activities, collaborating closely with advisors to support customized investment and portfolio strategies. His work directly supports Fragasso's approach to seamless integration between wealth planning and portfolio execution, with a focus on operational excellence and client-tailored service.
Skidmore’s investment expertise encompasses a broad range of asset classes, including equities and derivatives. During his prior role as a Derivatives Analyst at BNY, he focused on analyzing and managing derivative instruments, which deepened his understanding of market risk and portfolio hedging techniques. He previously served as an Equity Analyst for the Student Managed Investment Fund at WVU, where he gained hands-on experience in security selection and equity research, further enhancing his analytical skills in public equities.
He holds a Bachelor of Business Administration in Finance from West Virginia University. Throughout his career, Skidmore has contributed to portfolio management through research-driven decision making, attention to risk controls, and consistently applying best practices in trade execution and investment analysis within the wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fragasso Financial Advisors | Trader | Apr 2024 to Present | — |
| BNY | Derivatives Analyst | Jan 2023 to Apr 2024 | — |
| WVU John Chambers College of Business and Economics | Equity Analyst: Student Managed Investment Fund | Jan 2022 to Dec 2022 | — |
| J.D. Koontz LLC | Research Assistant | Dec 2021 to Dec 2022 | — |
| First Exchange Bank | Bank Teller | Jul 2022 to Nov 2022 | — |
| CrossFit Morgantown | Financial Reporting Intern | Jul 2022 to Aug 2022 | — |
| Northwestern Mutual | Financial Representative | Aug 2021 to Nov 2021 | — |
| JOHN SKIDMORE DEVELOPMENT, INC | Hotel Staff | May 2019 to Aug 2021 | — |
| United States Senate | Congressional Intern | Feb 2021 to Apr 2021 | — |
| Starbucks | Barista | Mar 2018 to May 2019 | — |
Education
West Virginia University
Bachelor of Business Administration - BBA, Finance, General
2019 — 2022
Others at Fragasso Group Inc. (3)
| Name | Role | Location |
|---|---|---|
| Senior Investment Analyst | Pittsburgh, PA , United States | |
| Chief Investment Officer | Pittsburgh, PA , United States | |
| Investment Analyst | Carnegie, PA , United States |
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