Career history of Steve R. Pickard
Former positions of Steve R. Pickard
Companies | Position | Start | End |
---|---|---|---|
Pinnacle Capital Management LLC
Pinnacle Capital Management LLC Investment ManagersFinance Pinnacle Capital Management LLC (PCM) is a SEC-registered investment advisor headquartered in East Syracuse, New York. The firm was founded by Stephen (Steve) Fauer in 2006 and is owned by Pinnacle Holding Co. LLC, a subsidiary of Fkapi, Inc. PCM actively creates and manages investment portfolios on a discretionary basis for individual and institutional investors. Additionally, the firm serves as an investment manager to two funds – a mutual fund and a private fund. | Portfolio Manager-Equities | 12/04/2011 | 31/07/2011 |
Portfolio Manager-Fixed Income | 12/04/2011 | 31/07/2011 | |
President | 12/04/2011 | 31/07/2011 | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 30/04/2004 | 30/04/2004 |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | 31/07/2003 | 31/07/2003 |
Pinnacle Investments LLC
Pinnacle Investments LLC Investment Banks/BrokersFinance Pinnacle Investments LLC is a dually registered Broker-Dealer and Registered Investment Adviser headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Dan Raite in 1995 and is a subsidiary of Pinnacle Holding Co. LLC, which is owned by Fkapi, Inc. Pinnacle Investments offers a wide array of services which includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans. | Corporate Officer/Principal | 02/08/2010 | - |
Pinnacle Advisors LLC
Pinnacle Advisors LLC Investment ManagersFinance Pinnacle Advisors LLC (Pinnacle) is a registered investment advisor and mutual fund manager headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Daniel Raite in 1995. Pinnacle serves as the investment advisor for the NYSA fund. | Portfolio Manager-Fixed Income | 03/12/2010 | - |
Training of Steve R. Pickard
Mercyhurst University | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Fixed Income | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Pinnacle Advisors LLC
Pinnacle Advisors LLC Investment ManagersFinance Pinnacle Advisors LLC (Pinnacle) is a registered investment advisor and mutual fund manager headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Daniel Raite in 1995. Pinnacle serves as the investment advisor for the NYSA fund. | Finance |
Pinnacle Investments LLC
Pinnacle Investments LLC Investment Banks/BrokersFinance Pinnacle Investments LLC is a dually registered Broker-Dealer and Registered Investment Adviser headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Dan Raite in 1995 and is a subsidiary of Pinnacle Holding Co. LLC, which is owned by Fkapi, Inc. Pinnacle Investments offers a wide array of services which includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans. | Finance |
Pinnacle Capital Management LLC
Pinnacle Capital Management LLC Investment ManagersFinance Pinnacle Capital Management LLC (PCM) is a SEC-registered investment advisor headquartered in East Syracuse, New York. The firm was founded by Stephen (Steve) Fauer in 2006 and is owned by Pinnacle Holding Co. LLC, a subsidiary of Fkapi, Inc. PCM actively creates and manages investment portfolios on a discretionary basis for individual and institutional investors. Additionally, the firm serves as an investment manager to two funds – a mutual fund and a private fund. | Finance |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
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