Jim Ferrare
Chief Executive Officer at Pinnacle Wealth Management Advisory Group LLC
Profile
Mr. James F.
Ferrare is a Wealth Advisor & Managing Principal at Pinnacle Wealth Management Advisory Group LLC and an Executive Vice President & Board Member at Pinnacle Associates Ltd.
He has over 30 years of finance experience.
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 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 | 01/02/1999 |
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 | 01/09/2011 |
Former positions of Jim Ferrare
| Companies | Position | End |
|---|---|---|
| Manchester Capital Corp. | Corporate Officer/Principal | 31/01/1999 |
| Davidson Weil Associates | Corporate Officer/Principal | 31/12/1993 |
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 | - |
Training of Jim Ferrare
| State University of New York at Buffalo | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
| Manchester Capital Corp. | Finance |
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 |
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 |
| Davidson Weil Associates | |
| Oppenheim, Appel, Dixon & Co. | |
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 |
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