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Scott Heichel

Chief Investment Officer at Pinnacle Wealth Planning Services, Inc.

Columbus, OH , United States

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

OrganizationRoleDate RangeDetails
Pinnacle Wealth Planning Services, Inc.Chief Investment OfficerMar 2015 to Present
J.P. Morgan Private BankAnalystJul 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)

NameRoleLocation
C
Christopher Meek
Portfolio AnalystMansfield, OH , United States

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