Jake Rue
Portfolio Manager-Equities at Shore Point Advisors LLC
Profile
Mr. Jacob B.
Rue is a Advisor & Portfolio Manager at Shore Point Advisors LLC.
Mr. Rue was previously employed as an Investment Advisor by Pinnacle Wealth Management Advisory Group LLC.
He received his MBA in Finance & International Business from the Stern School at NYU and his undergraduate degree from Rice University in Houston.
Jake Rue active positions
| Companies | Position | Start |
|---|---|---|
Shore Point Advisors LLC
 Shore Point Advisors LLC Investment ManagersFinance Shore Point Advisors LLC is an independent registered investment advisor headquartered in Brielle, New Jersey. The firm was founded by Jason C. Lamb in 2018. Shore Point Advisors offers investment advisory services to individuals, including high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses entities, state or municipal government entities and other investment advisers. | Portfolio Manager-Equities | 2018-04-30 |
Former positions of Jake Rue
| Companies | Position | End |
|---|---|---|
Pinnacle Wealth Management Advisory Group LLC
 Pinnacle Wealth Management Advisory Group LLC Investment ManagersFinance Pinnacle Wealth Management Advisory Group LLC, do-business-as Withum Wealth Management (Withum Wealth), is a registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded in 2011 and is principally owned by Pinnacle Capital Management LLC. Withum Wealth offers private wealth management solutions to individuals, investment companies, investment limited partnerships, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Portfolio Manager-Equities | 2015-03-31 |
Training of Jake Rue
| Rice University | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Pinnacle Wealth Management Advisory Group LLC
Pinnacle Wealth Management Advisory Group LLC Investment ManagersFinance Pinnacle Wealth Management Advisory Group LLC, do-business-as Withum Wealth Management (Withum Wealth), is a registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded in 2011 and is principally owned by Pinnacle Capital Management LLC. Withum Wealth offers private wealth management solutions to individuals, investment companies, investment limited partnerships, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
Shore Point Advisors LLC
Shore Point Advisors LLC Investment ManagersFinance Shore Point Advisors LLC is an independent registered investment advisor headquartered in Brielle, New Jersey. The firm was founded by Jason C. Lamb in 2018. Shore Point Advisors offers investment advisory services to individuals, including high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses entities, state or municipal government entities and other investment advisers. | Finance |
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