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Scott Heichel
Chief Investment Officer at Pinnacle Wealth Planning Services, Inc.
About
Scott A. Heichel, CFA®, CFP®, is the Chief Investment Officer and Senior Wealth Manager at Pinnacle Wealth Planning Services, Inc., based in Columbus, Ohio. In this role, he leads the firm's investment strategy, portfolio management, and oversees client advisory services with a focus on serving high-net-worth individuals, institutional investors, and charitable organizations.
Scott's expertise centers on comprehensive portfolio construction, asset allocation, and risk management across equities, fixed income, and alternative investments. As CIO, he is instrumental in developing and implementing investment policies tailored to the distinct objectives of Pinnacle's diverse client base, ensuring disciplined and research-driven solutions for both individual and institutional portfolios.
Before joining Pinnacle in 2015, Scott was an analyst at J.P. Morgan Private Bank, where he worked on custom investment strategies for private clients. He holds a Bachelor of Science in Finance from The Ohio State University’s Fisher College of Business and is recognized for his commitment to excellence in investment management and planning, evidenced by his CFA® and CFP® designations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | Chief Investment Officer | Mar 2015 to Present | — |
| J.P. Morgan Private Bank | Analyst | Jul 2013 to Mar 2015 | — |
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (B.S.), Finance
2009 — 2013
Others at Pinnacle Wealth Planning Services, Inc. (1)
| Name | Role | Location |
|---|---|---|
C Christopher Meek | Portfolio Analyst | Mansfield, OH , United States |
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