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Scott Andrew Heichel
Chief Investment Officer at
Pinnacle Wealth Planning Services, Inc.
Profile
Mr. Scott A. Heichel, CFA, is a Chief Investment Officer & Senior Wealth Manager at Pinnacle Wealth Planning Services, Inc. In his current role, he leads the firm’s Investment Committee and works directly with clients and their advisors to help them achieve their goals.
He joined Pinnacle in 2015 after working for two years as an Analyst at J.P.
Morgan Private Bank.
He received his undergraduate degree from The Ohio State University.
In 2018, he completed the rigorous task of becoming a CFA charter holder.
Scott Andrew Heichel active positions
| Companies | Position | Start |
|---|---|---|
Pinnacle Wealth Planning Services, Inc.
 Pinnacle Wealth Planning Services, Inc. Investment ManagersFinance Pinnacle uses various analysis and strategies in formulating investment advice and/or managing client assets. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, the firm develops a client’s personal investment policy and creates and manages a portfolio based on that policy. | Chief Investment Officer | 2015-02-28 |
Former positions of Scott Andrew Heichel
| Companies | Position | End |
|---|---|---|
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management. | Corporate Officer/Principal | 2015-01-31 |
Training of Scott Andrew Heichel
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
10
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management. | Finance |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pinnacle Wealth Planning Services, Inc.
Pinnacle Wealth Planning Services, Inc. Investment ManagersFinance Pinnacle uses various analysis and strategies in formulating investment advice and/or managing client assets. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, the firm develops a client’s personal investment policy and creates and manages a portfolio based on that policy. | Finance |
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