Scott Andrew Heichel
Chief Investment Officer bei Pinnacle Wealth Planning Services, Inc.
Profil
Mr. Scott A.
Heichel, CFA, is a Chief Investment Officer & Senior Wealth Manager at Pinnacle Wealth Planning Services, Inc. He joined Pinnacle in March 2015.
He as an Analyst at J.P.
Morgan's Private Bank in Cleveland, Ohio.
In 2017, he became a Wealth Manager after several years earning his Certified Financial Planner credentials.
In 2018, he also earned the distinguish Chartered Financial Analyst certification and was promoted to Chief Investment Officer.
He graduated from The Ohio State University with a BSBA in Finance.
Aktive Positionen von Scott Andrew Heichel
| Unternehmen | Position | Beginn |
|---|---|---|
Pinnacle Wealth Planning Services, Inc.
 Pinnacle Wealth Planning Services, Inc. Investment ManagersFinance Pinnacle Wealth Planning Services, Inc. (Pinnacle) is an independent, SEC-registered investment advisor headquartered in Mansfield, Ohio. Pinnacle provides advisory services to affluent individuals, business owners and their families. | Chief Investment Officer | 01.03.2015 |
Ehemalige bekannte Positionen von Scott Andrew Heichel
| Unternehmen | Position | Ende |
|---|---|---|
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Corporate Officer/Principal | 01.02.2015 |
Ausbildung von Scott Andrew Heichel
| The Ohio State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Pinnacle Wealth Planning Services, Inc.
Pinnacle Wealth Planning Services, Inc. Investment ManagersFinance Pinnacle Wealth Planning Services, Inc. (Pinnacle) is an independent, SEC-registered investment advisor headquartered in Mansfield, Ohio. Pinnacle provides advisory services to affluent individuals, business owners and their families. | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Finance |
