Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer. With 26 years experience in the investment industry, Mr. Kramer is a Chartered Financial Analyst (CFA) and non-practicing Certified Public Accountant (CPA). Mr. Kramer’s primary responsibilities include overseeing the investment selection process, research, and trading. He co‐founded Pinnacle in 1996 with Mr. Poarch.
Mr. Kramer began his career with The City of Tulsa, developing an investment policy, coordinating and developing a cash management process, and managing a bond portfolio in excess of $300 million. After two years, he joined Liberty Bank where he managed over $1 billion in fixed income securities and was responsible for the asset/liability analysis. In addition to his extensive experience in the fixed income markets, Mr. Kramer has been heavily involved with the equity markets for many years. Having worked in both the public sector and the private sector, he has perspectives, including investment policies, asset allocation, cash management, and total return to enhance portfolio management, for a broad range of clients.
Mr. Kramer earned a B.S. from the University of Oklahoma in Chemical Engineering and an M.B.A. from the University of Tulsa emphasizing finance. Mr. Kramer returned to the University of Tulsa to earn the 30 hours necessary to sit for the CPA exam.
David Poarch is a Registered Investment Advisor and Managing Partner.Email David
Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.Email Brett
Joel Kantor is a Registered Investment Advisor and Certified Financial Planner designee.Email Joel
Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.Email Aimee
Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry.Email Toby