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Jim Ferrare
Jim Ferrare
Senior Auditor, Security Industry-Audit Division | Pinnacle Associates, Ltd.
New Jersey, Red Bank, United States
Jim Ferrare
Summary
Jim Ferrare is a seasoned investment advisor with over two decades of experience in the financial sector. As the Principal at Withum Wealth Management, he specializes in guiding clients through critical life transitions such as retirement and inheritance. His dual role as Executive Vice President and Portfolio Manager at Pinnacle Associates highlights his expertise in managing investment portfolios, including the Dividend Focused Portfolio and ETF offerings. Jim's academic background in Accounting from Buffalo State University provides him with a strong foundation for his analytical approach to investments. Known for his ability to simplify complex financial concepts, he is dedicated to empowering clients to make informed decisions. Outside of his professional commitments, Jim is passionate about continuous learning and staying abreast of emerging financial trends. His leadership roles reflect a commitment to excellence and a proactive approach to client service.
Jim Ferrare
Work Experience
Principal - Investment Advisor at
Withum Wealth Management
August 2011 - Present
Jim Ferrare
Education
Buffalo State University, Bachelor of Science, Accounting
January 1978 - January 1982
Frequently Asked Questions about Jim Ferrare
What is Jim Ferrare email address?
Jim Ferrare's primary email address is ********@pinnacle-ny.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jim Ferrare work for?
Jim Ferrare is a Senior Auditor, Security Industry-Audit Division at Pinnacle Associates, Ltd..
Where Jim Ferrare graduated from?
Jim Ferrare holds a degree in null from Buffalo State University.
How can I directly contact Jim Ferrare?
To contact Jim Ferrare directly, you can use the email address ********@pinnacle-ny.com. Complete contact information is available upon registration with Muraena.
Who is Jim Ferrare?
Jim Ferrare is a seasoned investment advisor with over two decades of experience in the financial sector. As the Principal at Withum Wealth Management, he specializes in guiding clients through critical life transitions such as retirement and inheritance. His dual role as Executive Vice President and Portfolio Manager at Pinnacle Associates highlights his expertise in managing investment portfolios, including the Dividend Focused Portfolio and ETF offerings. Jim's academic background in Accounting from Buffalo State University provides him with a strong foundation for his analytical approach to investments. Known for his ability to simplify complex financial concepts, he is dedicated to empowering clients to make informed decisions. Outside of his professional commitments, Jim is passionate about continuous learning and staying abreast of emerging financial trends. His leadership roles reflect a commitment to excellence and a proactive approach to client service.
Jim`s contact details
********@pinnacle-ny.com
********@withumwealth.com
Colleagues
vice president
Vice President
VP, Admin/HR
Vice President Head Trader
Senior VP Business Systems/IT
Attorney
Managing Director