Aimee N. Boyer
Trading-Equity at Pinnacle Holdings LLC
Profile
Ms. Aimee N.
Boyer is a Financial Planner & Portfolio Manager at Pinnacle Holdings LLC.
She is a Registered Investment Advisor.
She joined Pinnacle in January, 2011.
Her primary responsibilities include overseeing the trading activity of the firm and advising clients on financial planning.
She supports the firm’s client service efforts and portfolio management.
Ms. Boyer was previously employed as Retail Manager by Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/.
Ms. Boyer has received a B.S.B.A in Marketing and Business Management and her J.D.
from the University of Tulsa.
She is a Certified Financial Planner.
Aimee N. Boyer active positions
| Companies | Position | Start |
|---|---|---|
Pinnacle Holdings LLC
 Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Trading-Equity | 31/12/2010 |
Former positions of Aimee N. Boyer
| Companies | Position | End |
|---|---|---|
| Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/ | Corporate Officer/Principal | - |
Training of Aimee N. Boyer
| The University of Tulsa | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Finance |
| Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/ | Retail Trade |
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