![Jim Ferrare](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jim Ferrare
Vorstandsvorsitzender bei
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.
Aktive Positionen von Jim Ferrare
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Direktor/Vorstandsmitglied | 01.02.1999 |
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. | Vorstandsvorsitzender | 01.09.2011 |
Ehemalige bekannte Positionen von Jim Ferrare
| Unternehmen | Position | Ende |
|---|---|---|
Manchester Capital Corp.
 Manchester Capital Corp. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31.01.1999 |
Davidson Weil Associates | Corporate Officer/Principal | 31.12.1993 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Oppenheim, Appel, Dixon & Co. | Corporate Officer/Principal | - |
Ausbildung von Jim Ferrare
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
77
Beziehungen ersten Grades
7
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
