Aktive Positionen von Ray Birch
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Pinnacle Wealth Advisors, Inc.
 Pinnacle Wealth Advisors, Inc. Investment ManagersFinance Pinnacle Wealth Advisors, Inc. (PWA) is a SEC-registered investment advisor headquartered in Clackamas, Oregon. The firm was founded in 2002 by Raymond Birch and Steven Jossi as Birch & Jossi Financial Advisors. Their name was changed to Pinnacle Wealth Advisors in 2012. They are owned by Pinnacle Financial Partners, Inc. (NASDAQ: PNFP). PWA provides advisory services to individuals, high net-worth individuals, pensions, 401(k) and profit-sharing plans, trusts, estates, partnerships, corporations, and other business entities. | Chief Investment Officer | 01.01.2002 | - |
| Gründer | 01.01.2002 | - | |
| Portfolio Manager-Aktien | 01.01.2002 | - | |
| Compliance Officer | 01.01.2002 | - | |
| Präsident | 01.01.2002 | - |
Karriereverlauf von Ray Birch
Ausbildung von Ray Birch
| Andrews University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Operativ
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sektoral
| Finance | 2 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Pinnacle Wealth Advisors, Inc.
Pinnacle Wealth Advisors, Inc. Investment ManagersFinance Pinnacle Wealth Advisors, Inc. (PWA) is a SEC-registered investment advisor headquartered in Clackamas, Oregon. The firm was founded in 2002 by Raymond Birch and Steven Jossi as Birch & Jossi Financial Advisors. Their name was changed to Pinnacle Wealth Advisors in 2012. They are owned by Pinnacle Financial Partners, Inc. (NASDAQ: PNFP). PWA provides advisory services to individuals, high net-worth individuals, pensions, 401(k) and profit-sharing plans, trusts, estates, partnerships, corporations, and other business entities. | Finance |
