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Jim Ferrare

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Jim Ferrare

Senior Auditor, Security Industry-Audit Division | Pinnacle Associates, Ltd.

New Jersey, Red Bank, United States

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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.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

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Corporate Experience

Consulting Experience

Jim Ferrare

Work Experience

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Principal - Investment Advisor at

Withum Wealth Management

August 2011 - Present

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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

mail

********@pinnacle-ny.com

********@withumwealth.com

Colleagues

Harold Stein

vice president

Esther Regent

Vice President

Lilia Arceo

VP, Admin/HR

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Steven Fortgang

Vice President Head Trader

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Angel Torres

Senior VP Business Systems/IT

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Scott Brown

Attorney

Richard A Rosen

Managing Director

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