Jim Sinegal
Analyst-Equity bei Fragasso Financial Advisors, Inc.
Profil
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.
Aktive Positionen von Jim Sinegal
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ehemalige bekannte Positionen von Jim Sinegal
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Jim Sinegal
| University of Southern California | Undergraduate Degree |
| University of Pittsburgh | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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 |
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 |