Jim Ferrare

Jim Ferrare, CFA, CPA, is a seasoned investment professional with extensive experience in wealth management and portfolio oversight. Currently serving as Principal and Investment Advisor at Withum Wealth Management since August 2011, Jim collaborates with clients to create tailored investment strategies. As Executive Vice President and Board Member at Pinnacle Associates since January 1999, Jim leads the Private Client Group and co-manages investment portfolios, including the Dividend Focused Portfolio and Exchange Traded Fund Portfolios. Previous roles include Senior Portfolio Manager at Manchester Capital Corporation, General Partner at Davidson, Weil Associates, and Senior Auditor at Oppeheim, Appel, Dixon & Company. Jim holds a Bachelor of Science degree in Accounting from Buffalo State University, earned in 1982.