![Joe Zimmerman](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>)
Mr. Joe Zimmerman is a Senior Trader at CW Advisors LLC.
Mr. Zimmerman was previously employed as Senior Trader for Pinnacle Advisory Group having joined Pinnacle in 2013.
Prior to Pinnacle, he worked for Morgan Stanley in the trade support group for the firm’s Institutional Equity Trading Desk.
He received his undergraduate degree from The University of New Mexico.
| Sociétés | Poste | Début |
|---|---|---|
CW Advisors LLC
 CW Advisors LLC Investment ManagersFinance CWA aims to preserve and grow wealth that fuels passion and creates legacies with plans custom-tailored to each of their clients. The firm builds optimized, efficient portfolios that seek to maximize the amount of potential return for a given level of risk. | Trading-Equity | 01/05/2021 |
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Waypoint Consulting, Inc. (US)
 Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle offers a variety of risk-managed strategies, where the investment management approach for each covers a range of risk profiles from conservative to aggressive, in combination with a comprehensive suite of financial planning services. The firm primarily focuses on active investment management but also offer strategic, quantitative and environmentally conscious strategy options. They may also recommend that asset management service be provided by a third-party money manager through a sub-advisory relationship. | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 4 |
|---|---|
CW Advisors LLC
CW Advisors LLC Investment ManagersFinance CWA aims to preserve and grow wealth that fuels passion and creates legacies with plans custom-tailored to each of their clients. The firm builds optimized, efficient portfolios that seek to maximize the amount of potential return for a given level of risk. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of New Mexico
 The University of New Mexico Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle offers a variety of risk-managed strategies, where the investment management approach for each covers a range of risk profiles from conservative to aggressive, in combination with a comprehensive suite of financial planning services. The firm primarily focuses on active investment management but also offer strategic, quantitative and environmentally conscious strategy options. They may also recommend that asset management service be provided by a third-party money manager through a sub-advisory relationship. | Finance |
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