About
Serhiy Zayats is a Manager of Portfolio Operations and Investment Analyst at Fragasso Financial Advisors (commonly referenced as Fragasso Group Inc.) in Carnegie, Pennsylvania. In this role, he conducts research on prospective investments and funds, oversees operational aspects of model portfolios, trading, rebalancing, and account risk management, and guides financial advisors on portfolio performance to optimize tax status and asset allocation.
His expertise encompasses due diligence and ongoing review of funds, particularly for retirement plan sponsors, including 401(k) plans and institutional portfolios. Serhiy has significant experience covering a broad array of asset classes and strategies, including small cap, large cap, growth, and balanced mandates, with a focus on supporting defined contribution and defined benefit plans.
Before joining Fragasso, Serhiy held performance analyst roles at Mellon and Greycourt, deepening his leadership and analytics skills in investment operations. He holds a Bachelor of Business Administration degree in Accounting from the University of Pittsburgh and is Series 65 securities licensed, further demonstrating his proficiency in investment management and fiduciary best practices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fragasso Financial Advisors | Investment Analyst | Jun 2021 to Present | — |
| Mellon | Performance Analyst | Feb 2021 to Jun 2021 | — |
| Greycourt | Performance Analyst | Jul 2020 to Feb 2021 | • Monitored investment portfolios to ensure client accounts were updated and accurate in Axys, InvestEdge, and StyleAdvisor • Prepared monthly, quarterly and annual investment reports for client distr... |
| Rootstock Advisors | Investment Analyst | Aug 2019 to Mar 2020 | • Monitored investment portfolios to ensure client accounts were updated and accurate in Black Diamond (primary portfolio management system) • Prepared monthly, quarterly and annual investment reports... |
| CIM INVESTMENT MANAGEMENT, INC. | Investment Analyst and Junior Portfolio Manager and Equity Trader and Compliance Analyst | Sep 2015 to Aug 2019 | • Examined and assessed political, economic, and market trends; earnings prospects; financial statements and various other indicators, factors, and security-level analyses across fixed income and equi... |
| Thermo Fisher Scientific | Pricing Analyst (TEMP) | Apr 2015 to May 2015 | • Work closely with suppliers and customer service or site representative to maintain updated pricing in the system • Prepare upload files with new vendor pricing information based on received vendor ... |
| H.J. Heinz Company | Accountant (TEMP) | Jan 2015 to Mar 2015 | • Conducted quantitative analysis of data and compiled reports for the interim state and P/L accounts for management to use in business decision • Compiled comprehensive daily/weekly reports for wareh... |
| Thermo Fisher Scientific | Accounts Payable Representative (TEMP) | Sep 2014 to Dec 2014 | • Entered Invoices (up to 200 a day) • Fixed Invoices from EDI kick-outs • Matched Invoices to Purchase Orders • Contacted vendors about discrepancies on Invoices • Worked with buyers, customer servic... |
| Ukrainian Community of Western Pennsylvania (UCOWPA) | Treasurer | May 2012 to May 2013 | • Maintained accurate and up-to-date fiscal records and accounts • Prepared and presented quarterly reports to the Board of Directors • Prepared and presented a full statement of the finances and tran... |
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Bachelor of Business Administration (B.B.A.), Accounting
2009 — 2014
Carlynton Jr./Sr. High School
High School Diploma, General
2001 — 2009
Skills & Expertise
Others at Fragasso Group Inc. (3)
| Name | Role | Location |
|---|---|---|
 | Senior Investment Analyst | Pittsburgh, PA , United States |
 | Chief Investment Officer | Pittsburgh, PA , United States |
 | Trader | United States |
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