Profile
Mr. Raymond A.
Birch is a Founder at Pinnacle Wealth Advisors, Inc.
Mr. Birch holds a Business Studies Diploma from Helderberg College, South Africa, and a BBA Degree from Andrews University.
In 1997 he earned the CMFC “Chartered Mutual Fund Counselor” designation offered by the Institute for Wealth Management.
Ray Birch active positions
| Companies | Position | Start |
|---|---|---|
Pinnacle Wealth Advisors, Inc.
 Pinnacle Wealth Advisors, Inc. Investment ManagersFinance Pinnacle Wealth Advisors, Inc. (PWA) is a SEC-registered investment advisor headquartered in Clackamas, Oregon. The firm was founded in 2002 by Raymond Birch and Steven Jossi as Birch & Jossi Financial Advisors. Their name was changed to Pinnacle Wealth Advisors in 2012. They are owned by Pinnacle Financial Partners, Inc. (NASDAQ: PNFP). PWA provides advisory services to individuals, high net-worth individuals, pensions, 401(k) and profit-sharing plans, trusts, estates, partnerships, corporations, and other business entities. | Founder | 2001-12-31 |
Training of Ray Birch
| Andrews University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Pinnacle Wealth Advisors, Inc.
Pinnacle Wealth Advisors, Inc. Investment ManagersFinance Pinnacle Wealth Advisors, Inc. (PWA) is a SEC-registered investment advisor headquartered in Clackamas, Oregon. The firm was founded in 2002 by Raymond Birch and Steven Jossi as Birch & Jossi Financial Advisors. Their name was changed to Pinnacle Wealth Advisors in 2012. They are owned by Pinnacle Financial Partners, Inc. (NASDAQ: PNFP). PWA provides advisory services to individuals, high net-worth individuals, pensions, 401(k) and profit-sharing plans, trusts, estates, partnerships, corporations, and other business entities. | Finance |
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