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Kenyon Lederer
Chief Investment Officer at Pinnacle West Asset Management, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pinnacle Wealth Management, LLC | Chief Investment Officer | Sep 2021 to Present | — |
| Pinnacle Asset Management, Inc. | President | Oct 1998 to Present | — |
| Invest Financial Corp | Registered Representative | Oct 2007 to Nov 2013 | — |
| Securities America, Inc. Member FINRA/SIPC | Registered Representative | Apr 1994 to Oct 2007 | — |
Education
California State University-Sacramento
Bachelor of Science (BS), Finance
1987 — 1991
Principia Upper School
1986 — 1987
Skills & Expertise
Others at Pinnacle West Asset Management, Inc. (2)
| Name | Role | Location |
|---|---|---|
G G Estevein Perkins | Asset Manager | Chicago, IL , United States |
T Todd Tindall | Investment Management Consultant, RJFS | Senior Vice President of Investments | Chattanooga, TN , United States |