Posizioni attive di Ray Birch
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Pinnacle Wealth Advisors, Inc.
 Pinnacle Wealth Advisors, Inc. Investment ManagersFinance Pinnacle Wealth Advisors, Inc. (PWA) is a SEC-registered investment advisor headquartered in Clackamas, Oregon. The firm was founded in 2002 by Raymond Birch and Steven Jossi as Birch & Jossi Financial Advisors. Their name was changed to Pinnacle Wealth Advisors in 2012. They are owned by Pinnacle Financial Partners, Inc. (NASDAQ: PNFP). PWA provides advisory services to individuals, high net-worth individuals, pensions, 401(k) and profit-sharing plans, trusts, estates, partnerships, corporations, and other business entities. | Direttore degli Investimenti | 01/01/2002 | - |
| Fondatore | 01/01/2002 | - | |
| Gestore di Portafoglio-Azioni | 01/01/2002 | - | |
| Responsabile della Conformità | 01/01/2002 | - | |
| Presidente | 01/01/2002 | - |
Storia della carriera di Ray Birch
Formazione di Ray Birch
| Andrews University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Posizioni
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Pinnacle Wealth Advisors, Inc.
Pinnacle Wealth Advisors, Inc. Investment ManagersFinance Pinnacle Wealth Advisors, Inc. (PWA) is a SEC-registered investment advisor headquartered in Clackamas, Oregon. The firm was founded in 2002 by Raymond Birch and Steven Jossi as Birch & Jossi Financial Advisors. Their name was changed to Pinnacle Wealth Advisors in 2012. They are owned by Pinnacle Financial Partners, Inc. (NASDAQ: PNFP). PWA provides advisory services to individuals, high net-worth individuals, pensions, 401(k) and profit-sharing plans, trusts, estates, partnerships, corporations, and other business entities. | Finance |
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