![Carmine D'Avino](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Carmine D'Avino
Compliance Officer chez
Pinnacle Wealth Management Advisory Group LLC
Profil
Mr. Carmine D'Avino is a Wealth Advisor, Principal & CCO at Pinnacle Wealth Management Advisory Group LLC.
With over 25 years of finance experience, he works with a full range of individuals and families to provide integrated wealth management.
He focuses on helping clients preserve and grow their wealth through personalized lifestyle planning, risk management strategies and tax-sensitive portfolio management.
In addition, he works closely with many non-profit organizations in reviewing operating budgets, diversifying security donations and designing customized portfolios to meet cash flow needs, project goals and long-term investment objectives.
Mr. D'Avino was previously employed as Portfolio Manager & Vice President by Pinnacle Associates Ltd. Prior to joining Pinnacle, he was with the Global Asset Management division of Deutsche Bank where his team managed index funds on behalf of Fidelity Investments.
He earned a BS degree in Finance from Susquehanna University and completed the CFP education program at Fairleigh Dickinson University.
Postes actifs de Carmine D'Avino
| Sociétés | Poste | Début |
|---|---|---|
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. | Compliance Officer | 01/08/2011 |
Anciens postes connus de Carmine D'Avino
| Sociétés | Poste | Fin |
|---|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Corporate Officer/Principal | 01/03/2003 |
Deutsche Bank Investment Management, Inc.
 Deutsche Bank Investment Management, Inc. Investment ManagersFinance Deutsche Bank Investment Management (DBIM) offers a broad range of investment products that span the risk/return spectrum. The firm's primary investment strategies and products include equity, fixed-income, alternatives, private equity, cash management and multi-asset. Within each investment strategy, there is a team that manages and specializes in the particular asset category being employed. The team may use a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. DBIM may use bottom-up research that focuses on companies they believe have a history of above average growth, strong competitive positioning, attractive prices relative to potential growth, sound financial strength and effective management, among other factors. The firm may also use top-down research to identify investments that may benefit from changes in the overall business environment. | Corporate Officer/Principal | 31/12/1999 |
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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Carmine D'Avino
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Deutsche Bank Investment Management, Inc.
Deutsche Bank Investment Management, Inc. Investment ManagersFinance Deutsche Bank Investment Management (DBIM) offers a broad range of investment products that span the risk/return spectrum. The firm's primary investment strategies and products include equity, fixed-income, alternatives, private equity, cash management and multi-asset. Within each investment strategy, there is a team that manages and specializes in the particular asset category being employed. The team may use a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. DBIM may use bottom-up research that focuses on companies they believe have a history of above average growth, strong competitive positioning, attractive prices relative to potential growth, sound financial strength and effective management, among other factors. The firm may also use top-down research to identify investments that may benefit from changes in the overall business environment. | 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 |
Susquehanna University
 Susquehanna University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
