Scott Andrew Heichel

Director de Inversiones en Pinnacle Wealth Planning Services, Inc. .

Finance

Consumer Services

Perfil

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.

Cargos activos de Scott Andrew Heichel

Empresas	Cargo	Inicio
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.	Director de Inversiones	01/03/2015

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Antiguos cargos conocidos de Scott Andrew Heichel.

Empresas	Cargo	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

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Formación de Scott Andrew Heichel.

The Ohio State University

Undergraduate Degree

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Empresas privadas	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