![Scott Andrew Heichel](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>)
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. In his current role, he leads the firm’s Investment Committee and works directly with clients and their advisors to help them achieve their goals.
He joined Pinnacle in 2015 after working for two years as an Analyst at J.P.
Morgan Private Bank.
He received his undergraduate degree from The Ohio State University.
In 2018, he completed the rigorous task of becoming a CFA charter holder.
Postes actifs de Scott Andrew Heichel
| Sociétés | Poste | Début |
|---|---|---|
Pinnacle Wealth Planning Services, Inc.
 Pinnacle Wealth Planning Services, Inc. Investment ManagersFinance Pinnacle uses various analysis and strategies in formulating investment advice and/or managing client assets. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, the firm develops a client’s personal investment policy and creates and manages a portfolio based on that policy. | 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-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management. | Corporate Officer/Principal | 01/02/2015 |
Formation de Scott Andrew Heichel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management. | Finance |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pinnacle Wealth Planning Services, Inc.
Pinnacle Wealth Planning Services, Inc. Investment ManagersFinance Pinnacle uses various analysis and strategies in formulating investment advice and/or managing client assets. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, the firm develops a client’s personal investment policy and creates and manages a portfolio based on that policy. | Finance |
