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KL

Kenyon Lederer

Chief Investment Officer at Pinnacle West Asset Management, Inc.

Roseville, CA , United States

About

Kenyon Lederer serves as Chief Investment Officer at Pinnacle Wealth Management, LLC in Roseville, CA, where he is responsible for portfolio oversight, investment research, and strategy development for the firm’s high-net-worth client base. His role emphasizes risk management and the construction of diversified investment portfolios tailored to individual financial goals. He offers expertise in actively managing portfolios across multiple asset classes—including equities, fixed income, and alternative investments—with special attention to retirement planning and wealth preservation strategies.

Lederer has an extensive background in the investment industry, previously serving as President of Pinnacle Asset Management, Inc. since 1998 and as a Registered Representative at Invest Financial Corp from 2007 to 2013. Throughout his career, he has focused on guiding individual investors and business owners, drawing on deep experience in financial planning, asset allocation, and risk mitigation. His leadership in both advisory and executive capacities highlights a commitment to delivering personalized solutions across a range of sectors, including domestic and international markets.

Kenyon Lederer holds a Bachelor of Science in Finance from California State University-Sacramento and attended Principia Upper School. He is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), and Certified Fund Specialist (CFS), reflecting his advanced technical expertise and dedication to professional excellence in investment management and financial planning.

Career History

OrganizationRoleDate RangeDetails
Pinnacle Wealth Management, LLCChief Investment OfficerSep 2021 to Present
Pinnacle Asset Management, Inc.PresidentOct 1998 to Present
Invest Financial CorpRegistered RepresentativeOct 2007 to Nov 2013
Securities America, Inc. Member FINRA/SIPCRegistered RepresentativeApr 1994 to Oct 2007

Education

California State University-Sacramento

Bachelor of Science (BS), Finance

1987 1991

Principia Upper School

1986 1987

Skills & Expertise

Investments
Asset Management
Strategic Planning
Financial Services
Sales
Management
Leadership
Sales Management
Team Building
Marketing
Customer Service

Others at Pinnacle West Asset Management, Inc. (2)

NameRoleLocation
G
G Estevein Perkins
Asset ManagerChicago, IL , United States
T
Todd Tindall
Investment Management Consultant, RJFS | Senior Vice President of InvestmentsChattanooga, TN , United States