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Jim Sinegal

Jim Sinegal

Senior Investment Analyst at Fragasso Group Inc.

Pittsburgh, PA , United States

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

OrganizationRoleDate RangeDetails
Fragasso Financial AdvisorsSenior Investment AnalystJun 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...
MorningstarSenior Equity Analyst, Financial Services SectorMay 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

Equities
Equity Research
Financial Services
Equity Valuation
Valuation
Financial Modeling
Portfolio Management
Banking
Financial Analysis
Investments
Investment Management
Asset Management
DCF
Competitive Analysis
Value Investing
Morningstar Direct
Asset Allocation
Endowments
Alternative Investments
Entrepreneurship
Finance
Payments
Morningstar
Equity

Others at Fragasso Group Inc. (3)

NameRoleLocation
Michael Godwin
Michael Godwin
Chief Investment OfficerPittsburgh, PA , United States
Serhiy Zayats
Serhiy Zayats
Investment AnalystCarnegie, PA , United States
William Skidmore
William Skidmore
TraderUnited States

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