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Christopher Meek
Portfolio Analyst at Pinnacle Wealth Planning Services, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | Portfolio Analyst | Jun 2002 to Present | — |
Education
Xavier University
Bachelor of Business Administration (B.B.A.), Finance, General
1998 — 2001
Skills & Expertise
Others at Pinnacle Wealth Planning Services, Inc. (1)
| Name | Role | Location |
|---|---|---|
S Scott Heichel | Chief Investment Officer | Columbus, OH , United States |
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