Profile
Mr. Robert B.
Kramer, CFA MBA, is a Managing Partner at Pinnacle Holdings LLC and Managing Partner at Native American Fund Advisors LLC.
He also serves as Chief Investment Officer and Registered Investment Advisor at Pinnacle Holdings LLC.
His primary responsibilities at Pinnacle include overseeing the investment selection process, research, and trading.
He co-founded Pinnacle in 1996.
Mr. Kramer began his career with The City of Tulsa, developing an investment policy, coordinating and developing a cash management process, and managing a bond portfolio.
After two years, he joined Liberty Bank where he managed fixed income securities and was responsible for the asset/liability analysis.
In addition to his extensive experience in the fixed income markets, he has been heavily involved with the equity markets for many years.
Having worked in both the public sector and the private sector, he has perspectives, including investment policies, asset allocation, cash management, and total return to enhance portfolio management, for a broad range of clients.
Mr. Kramer earned a B.S.
from the University of Oklahoma in Chemical Engineering and an M.B.A.
from the University of Tulsa emphasizing finance.
He is a Chartered Financial Analyst and non-practicing Certified Public Accountant.
Brett Kramer active positions
| Companies | Position | Start |
|---|---|---|
Native American Fund Advisors LLC
 Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Founder | 1995-12-31 |
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. | Founder | 1996-02-29 |
Former positions of Brett Kramer
| Companies | Position | End |
|---|---|---|
Liberty Bank, NA
 Liberty Bank, NA Financial ConglomeratesFinance Liberty Bank NA provides banking services. It offers business banking, that includes; business checking and savings solutions, small business administration loans, cash management services, and liberty express loan; personal banking, that includes; checking accounts, statement savings, health savings accounts, money market accounts, certificate of deposits, retirement savings, and college savings; and home loans, including; home equity, and residential mortgage loans. The company was founded in 1990 and is headquartered in Beachwood, OH. | Corporate Officer/Principal | - |
Training of Brett Kramer
| University of Oklahoma | Undergraduate Degree |
| The University of Tulsa | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Liberty Bank, NA
Liberty Bank, NA Financial ConglomeratesFinance Liberty Bank NA provides banking services. It offers business banking, that includes; business checking and savings solutions, small business administration loans, cash management services, and liberty express loan; personal banking, that includes; checking accounts, statement savings, health savings accounts, money market accounts, certificate of deposits, retirement savings, and college savings; and home loans, including; home equity, and residential mortgage loans. The company was founded in 1990 and is headquartered in Beachwood, OH. | Finance |
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 |
Native American Fund Advisors LLC
Native American Fund Advisors LLC Investment ManagersFinance Native American Fund Advisors LLC (NAFA) is an independent, SEC-registered investment advisor headquartered in Tulsa, Oklahoma. The firm was founded in 1996 by David Poarch and R. Brett Kramer. NAFA offers bond and equity portfolio management for tribal governments, foundations, corporations, trusts, pension and profit-sharing plans, and other tribal entities. The firm also offers financial analysis on a consulting basis for investment policies, BIA trust fund applications, investment portfolios, cash management, municipal debt defeasance, and liability hedging programs. | Finance |
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