As an investment analyst for Fragasso, Serhiy researches prospective investments and funds for Fragasso’s portfolio models and retirement plans. He assists in monitoring clients’ investments, applying a holistic approach to recommendation taking into consideration their individual needs, tax status, and asset location optimization. Serhiy works with Fragasso’s Retirement Plan Advisors to perform ongoing review and due diligence of funds for 401k plans. He provides streamlined in-house reporting to add value to the advisor/client relationship.
Prior to Fragasso, Serhiy worked for another investment firm co-managing small cap, large cap, growth, and balanced strategies. Serhiy chose the field of investment management because he thrives on the mental challenge of seeking new information and the ultimate satisfaction of applying that knowledge for the benefit of our investors.
Serhiy was born in Ukraine and immigrated with his family to the U.S. in 2000. He has resided in Pittsburgh ever since, and he is a graduate of the University of Pittsburgh with a bachelor’s degree in accounting.
In his spare time, Serhiy and his fiancée enjoy a variety of outdoor activities such as biking, fishing, and traveling. One of their favorite destinations so far is Aruba. When at home, he spends much of his time with family and his two Doberman, Thor and Luna.
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