Sign in

You're signed outSign in or to get full access.

CM

Christopher Meek

Portfolio Analyst at Pinnacle Wealth Planning Services, Inc.

Mansfield, OH , United States

About

Christopher W. Meek is a Portfolio Analyst and Investment Advisor at Pinnacle Wealth Planning Services, Inc., in Mansfield, Ohio, where he has contributed since 2002 as the firm's first non-family member investment professional. He plays a central role developing strategic asset allocation strategies for medium- to ultra-high-net-worth clients, aiming to balance risk and return while supporting clients in achieving their long-term financial objectives.

Chris specializes in designing multi-asset portfolios and has particular expertise in fixed income investments, including constructing laddered bond and certificate of deposit (CD) portfolios in collaboration with both wholesale and direct providers. He serves on Pinnacle’s Investment and Wealth Management Committees, helping to guide the firm’s asset allocation policy and product selection, and is also active in the Employee Engagement Team, promoting a client-centric culture.

With over two decades at Pinnacle, Chris has significantly influenced the firm’s growth, contributing to its expansion from $110 million to over $1.6 billion in assets under advisement. He holds a Bachelor of Science in Business Administration with a concentration in Finance from Xavier University, underpinning his deep knowledge in portfolio analytics, risk management, and strategic investment planning.

Career History

OrganizationRoleDate RangeDetails
Pinnacle Wealth Planning Services, Inc.Portfolio AnalystJun 2002 to Present

Education

Xavier University

Bachelor of Business Administration (B.B.A.), Finance, General

1998 2001

Skills & Expertise

Financial Planning
Microsoft Office
Financial Analysis
Insurance
Retirement Planning
Finance
Investments
Financial Reporting
Estate Planning
Asset Allocation

Others at Pinnacle Wealth Planning Services, Inc. (1)

NameRoleLocation
S
Scott Heichel
Chief Investment OfficerColumbus, OH , United States

Similar Fund Managers

NameRoleFundLocation
Robert Becker
Robert Becker
AnalystKMG Fiduciary Partners, LLCToledo, OH , United States
Daniel Ashcraft
Daniel Ashcraft
Portfolio ManagerGateway Investment Advisers LLCCincinnati, OH , United States
D
Daniel Beckwith
Senior Vice President, Portfolio ManagerGateway Investment Advisers LLCLos Angeles, CA , United States
Drew Potosky
Drew Potosky
Portfolio ManagerPDS Planning, Inc.Columbus, OH , United States
Kurt Brown
Kurt Brown
Chief Investment OfficerPDS Planning, Inc.Dublin, OH , United States
M
Matthew Sheridan
Chief Investment OfficerTfo-tdc, LLCPhiladelphia, PA , United States
Grace Touchette
Grace Touchette
Financial PlannerTfo-tdc, LLCToledo, OH , United States