Profiel
Mr. Stephen J.
Fauer, CFA MBA, is a Chief Investment Officer at Pinnacle Capital Management LLC.
He also serves as a principal Portfolio Manager.
He has served in these roles since Pinnacle Capital Management's founding in 2006, overseeing all separately managed and mutual fund portfolios totaling in excess of $100 million in assets.
He is also responsible for coordinating and supervising the research efforts of his investment team.
Over his 30 year career, he has developed an investment philosophy designed to identify companies positioned for success within their current competitive and economic environments.
Mr. Fauer began his investment career in 1981 as a Junior Investment Analyst with J&W Seligman & Co. in New York City.
In addition to his current position at Pinnacle Capital Management, he has held investment leadership positions at Strategic Investments, Manning & Napier Advisors, and J.W.
Burns & Co. In addition to his current position at Pinnacle Capital Management, Steve has held investment leadership positions at Strategic Investments, Manning & Napier Advisors, and J.W.
Burns & Co.
He earned his B.S.
degree from Michigan State University in 1980 and earned his M.B.A.
degree from New York University in 1984.
He earned his Chartered Financial Analyst designation in 1987.
Actieve functies van Steve Fauer
| Bedrijven | Functie | Begin |
|---|---|---|
Pinnacle Capital Management LLC
 Pinnacle Capital Management LLC Investment ManagersFinance Pinnacle Capital Management LLC (PCM) is a SEC-registered investment advisor headquartered in East Syracuse, New York. The firm was founded by Stephen (Steve) Fauer in 2006 and is owned by Pinnacle Holding Co. LLC, a subsidiary of Fkapi, Inc. PCM actively creates and manages investment portfolios on a discretionary basis for individual and institutional investors. Additionally, the firm serves as an investment manager to two funds – a mutual fund and a private fund. | Oprichter | 01-08-2006 |
Eerdere bekende functies van Steve Fauer
| Bedrijven | Functie | Einde |
|---|---|---|
J.W. Burns & Co., Inc. (New York)
 J.W. Burns & Co., Inc. (New York) Investment ManagersFinance J.W. Burns & Co., Inc. (JW Burns) is an independent, SEC-registered, fee-only investment counseling firm headquartered Dewitt, New York. Founded in 1974, JW Burns manages accounts for individuals, non-profit organizations, endowments, pension and profit sharing plans, and Taft-Hartley funds. | Analyst-Equity | 28-06-2007 |
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Analyst-Equity | 07-02-2005 |
Opleiding van Steve Fauer
| Michigan State University | Undergraduate Degree |
| New York University | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
J.W. Burns & Co., Inc. (New York)
J.W. Burns & Co., Inc. (New York) Investment ManagersFinance J.W. Burns & Co., Inc. (JW Burns) is an independent, SEC-registered, fee-only investment counseling firm headquartered Dewitt, New York. Founded in 1974, JW Burns manages accounts for individuals, non-profit organizations, endowments, pension and profit sharing plans, and Taft-Hartley funds. | Finance |
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Finance |
Pinnacle Capital Management LLC
Pinnacle Capital Management LLC Investment ManagersFinance Pinnacle Capital Management LLC (PCM) is a SEC-registered investment advisor headquartered in East Syracuse, New York. The firm was founded by Stephen (Steve) Fauer in 2006 and is owned by Pinnacle Holding Co. LLC, a subsidiary of Fkapi, Inc. PCM actively creates and manages investment portfolios on a discretionary basis for individual and institutional investors. Additionally, the firm serves as an investment manager to two funds – a mutual fund and a private fund. | Finance |
