About
Jim Sinegal is a Senior Investment Analyst at Fragasso Financial Advisors in Pittsburgh, PA, where he is responsible for researching individual stocks and alternative investments. He plays a key role on the Fragasso Investment Committee, contributing to overall portfolio positioning and asset allocation decisions for a diverse client base.
Jim specializes in the banking and payments industries, drawing on his expertise from over a decade as a senior equity analyst at Morningstar, where he led research coverage of financial services companies. His analytical work has been cited in major media outlets, and he has served as a presenter at prominent industry conferences, underscoring his reputation as an expert in financial sector equities and public company analysis.
He holds a BA in biology from the University of Southern California and an MBA from the University of Pittsburgh’s Katz Graduate School of Business. Jim's extensive career background and sector focus make him a valuable resource for clients seeking in-depth analysis in stocks, alternative assets, and particularly financial services firms.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fragasso Financial Advisors | Senior Investment Analyst | Jun 2018 to Present | Investment Advice offered through Fragasso Financial Advisors, a registered investment advisor. Securities offered through Private Client Services, member FINRA/SIPC. Fragasso Financial Advisors and P... |
| Morningstar | Senior Equity Analyst, Financial Services Sector | May 2007 to Jun 2018 | - Covered a wide range of financial stocks—regional, large-cap, and international banks, specialty finance companies, merchant acquirers, payment networks, and insurers - Provided sector commentary to... |
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
2005 — 2006
University of Southern California
BA
1995 — 1999
Skills & Expertise
Others at Fragasso Group Inc. (3)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | Pittsburgh, PA , United States | |
| Investment Analyst | Carnegie, PA , United States | |
| Trader | United States |
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