Jim Ferrare

Chief Executive Officer at Pinnacle Wealth Management Advisory Group LLC

Finance

Consumer Services

Jim Ferrare active positions

Companies	Position	Start	End
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.	Portfolio Manager-Equities	1999-01-31	-
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.	Chief Executive Officer	2011-08-31	-
	Chief Investment Officer	2011-08-31	-
	Portfolio Manager-Equities	2011-08-31	-

Companies	Position	Start	End
Manchester Capital Corp.	Corporate Officer/Principal	1994-01-30	1999-01-30
Davidson Weil Associates	Corporate Officer/Principal	1993-12-30	1993-12-30
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

International

United States

Operational

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

Sectoral

Finance	5
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Private companies	6
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
Manchester Capital Corp.	Finance
Davidson Weil Associates
Oppenheim, Appel, Dixon & Co.
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
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