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Jim Ferrare
Verkställande Direktör på
Pinnacle Wealth Management Advisory Group LLC
Profil
Mr. James F.
Ferrare is a Wealth Advisor & Managing Principal at Pinnacle Wealth Management Advisory Group LLC and Board Member & Executive Vice President at Pinnacle Associates Ltd. He has over 40 years of finance experience.
As an Investment Advisor, he helps clients understand and manage investments as they enter new stages of life, such as a business transition, retirement planning, divorce, death of spouse, and inheritance.
Before joining Pinnacle, Mr. Ferrare was a Senior Portfolio Manager at Manchester Capital Corporation, a registered investment advisor.
He was also a General Partner at Davidson, Weil Associates, an investment partnership specializing in asset allocation for affluent individuals and institutions.
He earned his required CPA accounting experience at Oppenheim, Appel, Dixon & Co., a certified public accounting firm specializing in the securities industry.
Mr. Ferrare received his Bachelor’s degree in Accounting from Buffalo University.
He holds the Chartered Financial Analyst and Certified Public Accountant designations.
He is a member of the New York Society of Security Analysts and the CFA Institute.
Aktiva positioner av Jim Ferrare
| Företag | Position | Start |
|---|---|---|
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates generally employs fundamental, bottom-up analysis coupled with a valuation-sensitive approach aimed at generating alpha. Their primary investment strategies focus on long-term investments as it is believed this methodology has the best chance of delivering consistent overall performance. The firm primarily allocates client assets among various individual equity securities. | Direktör/Styrelseledamot | 1999-02-01 |
Pinnacle Wealth Management Advisory Group LLC
 Pinnacle Wealth Management Advisory Group LLC Investment ManagersFinance Withum Wealth aims to deliver a tax sensitive, cost-effective portfolio that matches the client’s objectives and unique factors. The firm utilizes a time-tested approach to preserving and growing a client’s wealth. | Verkställande Direktör | 2011-09-01 |
Tidigare kända positioner av Jim Ferrare
| Företag | Position | Slut |
|---|---|---|
Manchester Capital Corp.
 Manchester Capital Corp. Investment ManagersFinance Provides investment advice | Företagsledare/Principal | 1999-01-31 |
Davidson Weil Associates | Företagsledare/Principal | 1993-12-31 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Företagsledare/Principal | - |
Oppenheim, Appel, Dixon & Co. | Företagsledare/Principal | - |
Jim Ferrares utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
77
Första gradens relationer
7
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 7 |
|---|---|
Manchester Capital Corp.
Manchester Capital Corp. Investment ManagersFinance Provides investment advice | Finance |
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates generally employs fundamental, bottom-up analysis coupled with a valuation-sensitive approach aimed at generating alpha. Their primary investment strategies focus on long-term investments as it is believed this methodology has the best chance of delivering consistent overall performance. The firm primarily allocates client assets among various individual equity securities. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
State University of New York at Buffalo
 State University of New York at Buffalo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Davidson Weil Associates | |
Oppenheim, Appel, Dixon & Co. | |
Pinnacle Wealth Management Advisory Group LLC
Pinnacle Wealth Management Advisory Group LLC Investment ManagersFinance Withum Wealth aims to deliver a tax sensitive, cost-effective portfolio that matches the client’s objectives and unique factors. The firm utilizes a time-tested approach to preserving and growing a client’s wealth. | Finance |
