Jim Ferrare

Amministratore Delegato presso Pinnacle Wealth Management Advisory Group LLC

Finance

Consumer Services

Posizioni attive di Jim Ferrare

Società	Posizione	Inizio	Fine
Pinnacle Associates Ltd. Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients.	Gestore di Portafoglio-Azioni	01/02/1999	-
Pinnacle Wealth Management Advisory Group LLC Pinnacle Wealth Management Advisory Group LLC Investment ManagersFinance Pinnacle Wealth Management Advisory Group LLC, do-business-as Withum Wealth Management (Withum Wealth), is a registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded in 2011 and is principally owned by Pinnacle Capital Management LLC. Withum Wealth offers private wealth management solutions to individuals, investment companies, investment limited partnerships, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.	Amministratore Delegato	01/09/2011	-
	Direttore degli Investimenti	01/09/2011	-
	Gestore di Portafoglio-Azioni	01/09/2011	-

Società	Posizione	Inizio	Fine
Manchester Capital Corp.	Corporate Officer/Principal	31/01/1994	31/01/1999
Davidson Weil Associates	Corporate Officer/Principal	31/12/1993	31/12/1993
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.	Corporate Officer/Principal	-	-
Oppenheim, Appel, Dixon & Co.	Corporate Officer/Principal	-	-

State University of New York at Buffalo

Undergraduate Degree

Distribuzione geografica

Stati Uniti

Posizioni

Corporate Officer/Principal	4
Portfolio Manager-Equities	2
Undergraduate Degree	1

Settori

Finance	5
Consumer Services	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Aziende private	6
Manchester Capital Corp.	Finance
Pinnacle Associates Ltd. Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients.	Finance
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.	Finance
Davidson Weil Associates
Oppenheim, Appel, Dixon & Co.
Pinnacle Wealth Management Advisory Group LLC Pinnacle Wealth Management Advisory Group LLC Investment ManagersFinance Pinnacle Wealth Management Advisory Group LLC, do-business-as Withum Wealth Management (Withum Wealth), is a registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded in 2011 and is principally owned by Pinnacle Capital Management LLC. Withum Wealth offers private wealth management solutions to individuals, investment companies, investment limited partnerships, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.	Finance