Jim Sinegal
Analyst-Equity bij Fragasso Financial Advisors, Inc.
Profiel
Mr. Jim Sinegal is a Senior Investment Analyst at Fragasso Financial Advisors, Inc. He focuses on researching investment opportunities for Fragasso’s clients, specializing in equities.
He is also a member of the Fragasso Investment Committee.
Prior to joining Fragasso, Mr. Sinegal had spent eleven years in Chicago as a senior equity analyst at Morningstar covering stocks in the financial services industry.
This role provided Jim opportunities to provide regular commentary for CNBC, NPR and American Banker.
He’s an experienced presenter having delivered speeches at various banking conferences and for Morningstar.
He received his undergraduate degree from the University of Southern California and an MBA from the University of Pittsburgh.
Actieve functies van Jim Sinegal
| Bedrijven | Functie | Begin |
|---|---|---|
Fragasso Financial Advisors, Inc.
 Fragasso Financial Advisors, Inc. Investment ManagersFinance Fragasso Financial Advisors, Inc. (Fragasso) is an independent, employee-owned SEC-registered investment advisor firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Bob Fragasso in 1972 as The Fragasso Group, Inc. and changed its legal name to Fragasso Financial Advisors, Inc. in 2016. Fragasso offers discretionary asset management services through a program account to individuals, trusts, corporations, retirement plan sponsors, municipal pension plans, charitable institutions, foundations and endowments. | Analyst-Equity | 01-06-2018 |
Eerdere bekende functies van Jim Sinegal
| Bedrijven | Functie | Einde |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | - |
Opleiding van Jim Sinegal
| University of Pittsburgh | Masters Business Admin |
| University of Southern California | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
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Fragasso Financial Advisors, Inc.
Fragasso Financial Advisors, Inc. Investment ManagersFinance Fragasso Financial Advisors, Inc. (Fragasso) is an independent, employee-owned SEC-registered investment advisor firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Bob Fragasso in 1972 as The Fragasso Group, Inc. and changed its legal name to Fragasso Financial Advisors, Inc. in 2016. Fragasso offers discretionary asset management services through a program account to individuals, trusts, corporations, retirement plan sponsors, municipal pension plans, charitable institutions, foundations and endowments. | Finance |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
