Jim Ferrare

Chief Executive Officer at

Pinnacle Wealth Management Advisory Group LLC

Finance

Consumer Services

Profile

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.

Jim Ferrare active positions

Companies	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.	Director/Board Member	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.	Chief Executive Officer	01/09/2011

All active positions of Jim Ferrare

Former positions of Jim Ferrare

Companies	Position	End
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	-

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Linked companies

Private companies	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