Jim Ferrare
Amministratore Delegato presso Pinnacle Wealth Management Advisory Group LLC
Provenienza dei contatti di primo grado di Jim Ferrare
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
State University of New York at Buffalo
78
| College/University | Other Consumer Services | 78 |
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.
40
| Private Company | Investment Managers | 40 |
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.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jim Ferrare tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Rochester Christian University | College/University | Corporate Officer/Principal | |
Investment Management of Virginia LLC
 Investment Management of Virginia LLC Investment ManagersFinance Investment Management of Virginia LLC (IMVA) is an investment management firm headquartered in Richmond, Virginia. The firm was founded in 1982 as Scott & Stringfellow Capital Management, Inc., in 1982. They were acquired by Pinnacle Associates Ltd. in 2023. IMVA provides professional money management services to high net-worth individuals, foundations, and institutions. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
TWIN Capital Management, Inc.
 TWIN Capital Management, Inc. Investment ManagersFinance TWIN Capital Management, Inc. (TWIN Capital) is an independent, SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded in 1990 by Geoffrey Gerber. TWIN Capital provides advisory services both on a discretionary and non-discretionary basis to individuals, institutions, and other organizations such as family offices. | Investment Managers | Trading-Equity | |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
North Shore Capital Advisors Corp.
 North Shore Capital Advisors Corp. Miscellaneous Commercial ServicesCommercial Services North Shore Capital Advisors Corp. provides financial and management consulting services. The company is headquartered in Port Washington, NY. | Miscellaneous Commercial Services | Chief Executive Officer | |
OyaGen, Inc.
 OyaGen, Inc. Pharmaceuticals: MajorHealth Technology OyaGen, Inc. operates as a biotechnology company. It offers anti Human Immunodeficiency Virus (HIV) drug that solves the problems of viral resistance. The company was founded by Harold Smith in September 2003 and is headquartered in Henrietta, NY. | Pharmaceuticals: Major | Chief Executive Officer | |
Wealth Access, Inc.
 Wealth Access, Inc. Miscellaneous Commercial ServicesCommercial Services Wealth Access, Inc. operates wealth management platform designed for financial advisers and high-net-worth clients. It offers personal financial management tools to registered investment advisors and high net worth clients. The firm proprietary and diagnostic cloud-based wealth reporting and investment monitoring software platform. The company was founded by David Benskin in 2011 and is headquartered in Nashville, TN. | Miscellaneous Commercial Services | Director/Board Member | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
David Lerner Associates, Inc.
 David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Director/Board Member Masters Business Admin Doctorate Degree | |
MedStar Health, Inc.
 MedStar Health, Inc. Medical/Nursing ServicesHealth Services MedStar Health, Inc. operates community hospitals and provides healthcare services. It offers rehabilitation, transplant, women's health, sports medicine, and neuroscience services. The company was founded in 1999 and is headquartered in Columbia, MD. | Medical/Nursing Services | Director/Board Member | |
Regent Investors Services, Inc.
 Regent Investors Services, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., Regent Investors Services, Inc. is an asset management concern. The company is located in the US. Regent Investors Services was acquired by AllianceBernstein LP from Xerox Corp. on July 29, 1993. | Investment Managers | Chairman Corporate Officer/Principal | |
Capgemini Brasil SA (BARUERI)
 Capgemini Brasil SA (BARUERI) Information Technology ServicesTechnology Services Capgemini Brasil SA develops and provides information technology services. It offers application and infrastructure technology services. The company was founded in 1982 and is headquartered in São Paulo, Brazil. | Information Technology Services | Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Hofstra University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| Purdue University | College/University | Graduate Degree Graduate Degree | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Doctorate Degree Undergraduate Degree | |
| Baruch College | College/University | Graduate Degree Graduate Degree | |
MedStar Union Memorial Hospital
 MedStar Union Memorial Hospital Hospital/Nursing ManagementHealth Services MedStar Union Memorial Hospital provides healthcare services. Its services include stroke, vascular care, ophthalmology, women's health and primary care. The company was founded in 1854 and is headquartered at Baltimore, MD. | Hospital/Nursing Management | Chairman | |
The Institute of Electrical & Electronics Engineers, Inc.
 The Institute of Electrical & Electronics Engineers, Inc. Miscellaneous Commercial ServicesCommercial Services The Institute of Electrical & Electronics Engineers, Inc. is a non-profit organization that owns and operates technical professional association. It provides membership and services, societies and communities support, publication services, and conferences and events. The company was founded in 1884 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Profectus BioSciences, Inc.
 Profectus BioSciences, Inc. Pharmaceuticals: MajorHealth Technology Profectus BioSciences, Inc. engages in the design and development of preventive and therapeutic vaccines. It develops novel vaccines for the prevention and treatment of infectious diseases and related cancers. The company’s vaccines are based on its proprietary VesiculoVax and GeneVax vaccine delivery platforms. The company was founded by Robert Charles Gallo, William A. Blattner, and Robert R. Redfield in 2003 and is headquartered in Baltimore, MD. | Pharmaceuticals: Major | Chief Tech/Sci/R&D Officer | |
| National & Kapodistrian University of Athens | College/University | Corporate Officer/Principal | |
Gexa Energy LP
 Gexa Energy LP Electric UtilitiesUtilities Gexa Energy LP provides electric supply services to residential and commercial customers. The firm also offers its customers Gexa-Green and wind power energy. The company was founded in 2002 and is located in Houston, TX. | Electric Utilities | President | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
TrellisWare Technologies, Inc.
 TrellisWare Technologies, Inc. Specialty TelecommunicationsCommunications TrellisWare Technologies, Inc. provides signal processing and electronics density solutions. Its technologies include the TSM networking waveform, which is a key component of its software defined radio (SDR) family of products. The company was founded by Mark Johnson, Thomas E. Carter, Keith Chugg and Andreas Polydoros in 2000 and is headquartered in San Diego, CA. | Specialty Telecommunications | Founder | |
Towson Chamber of Commerce, Inc.
 Towson Chamber of Commerce, Inc. Miscellaneous Commercial ServicesCommercial Services Towson Chamber of Commerce, Inc. is a Chamber of Commerce organization. The non-profit company is based in Towson, MD. | Miscellaneous Commercial Services | President | |
Maryland Hospital Association
 Maryland Hospital Association Hospital/Nursing ManagementHealth Services Maryland Hospital Association operates a network of hospitals. The non-profit company is based in Elkridge, MD and has subsidiaries in United States. Bob Atlas has been the CEO of the company since 2018. | Hospital/Nursing Management | Director/Board Member | |
Valor Tactical Innovation
 Valor Tactical Innovation Electrical ProductsProducer Manufacturing Capco LLC manufactures mechanical, electrical and energetic products. The firm engages in research and development services. It produces machine gun mounting systems, small arms and ordinance components, electronic assemblies and electro-explosive devices. The company was founded in 1971 and is headquartered in Grand Junction, CO. | Electrical Products | Chief Executive Officer | |
| CIF Hong Kong Ltd. | Corporate Officer/Principal Corporate Officer/Principal | ||
| Asia Technology Management | Corporate Officer/Principal Corporate Officer/Principal | ||
Bowie & Jensen LLC
 Bowie & Jensen LLC Miscellaneous Commercial ServicesCommercial Services Bowie & Jensen LLC is based in Towson, MD. Bowie & Jensen LLC is a leading law firm that provides legal services in tax law, employment law, commercial litigation, and mergers and acquisitions. The company was founded by Mark T. Jensen. | Miscellaneous Commercial Services | Founder | |
| The Leonard N Stern School of Business | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Viper Energy Partners GP LLC
 Viper Energy Partners GP LLC Oil & Gas ProductionEnergy Minerals Part of Diamondback Energy, Inc., Viper Energy Partners GP LLC explores petroleum and gas. The company is based in Midland, TX. Travis D. Stice has been the CEO of the company since 2014. | Oil & Gas Production | Corporate Officer/Principal | |
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Investment Managers | Portfolio Manager-Equities | |
Motive Capital Management LLC
 Motive Capital Management LLC Investment ManagersFinance Motive Capital Management LLC (Motive Partner) is a private equity/venture capital firm founded in 2016 by Rob Heyvaert, Mike Hayford and Stephen C. Daffron. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Tegra118 LLC
 Tegra118 LLC Investment ManagersFinance Tegra118 LLC provides wealth and asset management software solutions. The firm's wealth technology platform offers portfolio management, trading, accounting, rebalancing, and reporting for managed accounts. It also provides modular, goals-based financial planning, and fee billing software using modern API-based open technology. The company is headquartered in Warren, NJ. | Investment Managers | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Hong Kong | 3 |
| Brasile | 2 |
| Grecia | 2 |
Settori
| Consumer Services | 19 |
| Finance | 16 |
| Commercial Services | 6 |
| Health Services | 4 |
| Health Technology | 3 |
Posizioni
| Corporate Officer/Principal | 168 |
| Director/Board Member | 127 |
| Undergraduate Degree | 93 |
| Portfolio Manager-Equities | 68 |
| President | 36 |
Contatti più connessi
| Insiders | |
|---|---|
| Neil Leibman | 21 |
| Richard Rosenblum | 20 |
| Jeffrey Kraws | 20 |
| David Oppenheimer | 19 |
| Robert Black | 18 |
| Rod A. Ferguson | 18 |
| Evan G. Dick | 14 |
| Steven B. Sample | 13 |
| Ann Borowiec | 13 |
| James Daly | 13 |
| Jack Ross | 12 |
| Kevin Centofanti | 11 |
| Alan F. Joslyn | 11 |
| Glenn I. Henricksen | 10 |
| Mike Delfino | 9 |
- Borsa valori
- Insiders
- Jim Ferrare
- Connessioni Società
