Profil
Mr. William E.
Sizemore is a Portfolio Manager at Pinnacle Associates Ltd.
Prior to joining Pinnacle, Mr. Sizemore was a Managing Director of Investment Management of Virginia and served as the firm’s Director of Research.
Prior to joining the firm in 2007, he served as a Vice President and Director of Research for Godsey & Gibb Associates, Inc. and has more than thirty years experience in the financial consulting business.
He earned his B.S.
degree in Education with a specialization in mathematics and physical education from Bluefield State College, West Virginia, and his M.Ed.
in Administration and Supervision from Virginia State University.
Postes actifs de William Ernest Sizemore
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/05/2023 |
Anciens postes connus de William Ernest Sizemore
| Sociétés | Poste | Fin |
|---|---|---|
Investment Management of Virginia LLC
Investment Management of Virginia LLC Investment ManagersFinance IMVA offers several equity-based investment management styles and tailored programs to meet their client’s individual preferences. The firm has a long-term focus in their investment styles. Portfolio turnover in their strategies is typically between 10 and 40 percent, indicating that they hold stocks for an average of two to five years. The relatively low turnover improves the potential for tax-efficient, compound growth. Low turnover also reduces trading commissions and fees. | Directeur de la Recherche - Actions | 01/05/2023 |
Godsey & Gibb, Inc.
Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb takes calculated risks that align with the client’s risk profile to help their investments grow. The firm focuses on a goal-oriented and risk-averse investment strategy using hand-selected companies and balanced portfolios managed in-house. | Directeur de la Recherche - Actions | - |
Formation de William Ernest Sizemore
Expériences
Fonctions occupées
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Investment Management of Virginia LLC
Investment Management of Virginia LLC Investment ManagersFinance IMVA offers several equity-based investment management styles and tailored programs to meet their client’s individual preferences. The firm has a long-term focus in their investment styles. Portfolio turnover in their strategies is typically between 10 and 40 percent, indicating that they hold stocks for an average of two to five years. The relatively low turnover improves the potential for tax-efficient, compound growth. Low turnover also reduces trading commissions and fees. | Finance |
Godsey & Gibb, Inc.
Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb takes calculated risks that align with the client’s risk profile to help their investments grow. The firm focuses on a goal-oriented and risk-averse investment strategy using hand-selected companies and balanced portfolios managed in-house. | 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 |
Bluefield State College
Bluefield State College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Virginia State University
Virginia State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















