Aimee N. Boyer

Trading-Equity at

Pinnacle Holdings LLC

Finance

Retail Trade

Consumer Services

Profile

Ms. Aimee N.
Boyer is a Financial Planner & Portfolio Manager at Pinnacle Holdings LLC.
She is a Registered Investment Advisor.
She joined Pinnacle in January, 2011.
Her primary responsibilities include overseeing the trading activity of the firm and advising clients on financial planning.
She supports the firm’s client service efforts and portfolio management.
Ms. Boyer was previously employed as Retail Manager by Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/.
Ms. Boyer has received a B.S.B.A in Marketing and Business Management and her J.D.
from the University of Tulsa.
She is a Certified Financial Planner.

Aimee N. Boyer active positions

Companies	Position	Start
Pinnacle Holdings LLC Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies.	Trading-Equity	01/01/2011

All active positions of Aimee N. Boyer

Former positions of Aimee N. Boyer

Companies	Position	End
Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/ Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/ Catalog/Specialty DistributionRetail Trade Sells outdoor decorations and garden accessories	Corporate Officer/Principal	-

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Linked companies

Private companies	3
Pinnacle Holdings LLC Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies.	Finance
Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/ Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/ Catalog/Specialty DistributionRetail Trade Sells outdoor decorations and garden accessories	Retail Trade
The University of Tulsa The University of Tulsa Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services