Scott Andrew Heichel
Directeur en chef des Investissements chez 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.
Postes actifs de Scott Andrew Heichel
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur en chef des Investissements | 01/03/2015 |
Anciens postes connus de Scott Andrew Heichel
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Scott Andrew Heichel
| The Ohio State University | Undergraduate Degree |
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 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 |
