Postes actifs de Ray Birch
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Directeur en chef des Investissements | 01/01/2002 | - |
| Fondateur | 01/01/2002 | - | |
| Gestionnaire de Portefeuille-Actions | 01/01/2002 | - | |
| Compliance Officer | 01/01/2002 | - | |
| President | 01/01/2002 | - |
Historique de carrière de Ray Birch
Formation de Ray Birch
| Andrews University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
Opérationnelle
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectorielle
| Finance | 2 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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 |
