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Profile
Mr. Robert B. Kramer, CFA MBA, is a Managing Partner at Pinnacle Holdings LLC and a Chief Investment Officer at Native American Fund Advisors 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 NAFA’s investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. They offer six investment strategies to capture different market advantages. The composition of a portfolio amongst their strategies is based on the individual, their specific investment needs, financial goals, and risk tolerance. The firm manages each asset-class strategy internally. The Chief Investment Officer oversees the research efforts, security analysis, and portfolio construction performed by the investment team, which includes the equity trader, fixed-income analyst and trader, and the Managing Partner. | Founder | 1995-12-31 |
Pinnacle Holdings LLC
 Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies. | Founder | 1996-02-29 |
Former positions of Brett Kramer
| Companies | Position | End |
|---|---|---|
Liberty Bank, NA
 Liberty Bank, NA Financial ConglomeratesFinance Nationally chartered commercial bank & bank holding company | Corporate Officer/Principal | - |
Training of Brett Kramer
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
12
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Liberty Bank, NA
Liberty Bank, NA Financial ConglomeratesFinance Nationally chartered commercial bank & bank holding company | Finance |
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies. | Finance |
Native American Fund Advisors LLC
Native American Fund Advisors LLC Investment ManagersFinance NAFA’s investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. They offer six investment strategies to capture different market advantages. The composition of a portfolio amongst their strategies is based on the individual, their specific investment needs, financial goals, and risk tolerance. The firm manages each asset-class strategy internally. The Chief Investment Officer oversees the research efforts, security analysis, and portfolio construction performed by the investment team, which includes the equity trader, fixed-income analyst and trader, and the Managing Partner. | Finance |
University of Oklahoma
 University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Tulsa
 The University of Tulsa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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