CONTACT INFORMATION
LOCATION
North Hills
2200 Georgetown Drive, Suite 302, Sewickley, PA 15143
CONTACT INFORMATION
LOCATION
North Hills
2200 Georgetown Drive, Suite 302, Sewickley, PA 15143
As a senior investment analyst, Jim focuses on researching opportunities in individual stocks and alternative investments for Fragasso’s clients. He also contributes to overall portfolio positioning and asset allocation decisions. Jim is a member of the Fragasso Investment Committee.1
Prior to joining Fragasso, Jim spent over a decade in Chicago as a senior equity analyst at Morningstar specializing in the banking and payments industries. He has provided commentary for media outlets including CNBC, NPR, Fox News, and American Banker, and has presented at major conferences for both banking and investment industry professionals.
Jim holds a BA in biology from the University of Southern California and an MBA from the University of Pittsburgh.
In his spare time, Jim enjoys spending time with his niece, nephew, and dogs. He is an avid outdoorsman and has completed a Field Guides Association of Southern Africa-endorsed safari guide training course in South Africa and tracked chimpanzees and gorillas in Uganda and Rwanda. He is also an active volunteer with the Cystic Fibrosis Foundation.
1) The Fragasso Investment Committee is comprised of the portfolio management team and several financial advisors. The committee meets quarterly to discuss market trends, current investment outlook, portfolio construction, implementation, and issues on clients’ minds.