Stephen J. Fauer, CFA, MBA
Chief Investment Officer

 

Stephen J. Fauer, CFA is Pinnacle Capital Management's Chief Investment Officer and principal Portfolio Manager. He has served in these roles since Pinnacle Capital Management's founding in 2006, overseeing all separately managed and mutual fund portfolios totaling in excess of $100 million in assets. Steve is also responsible for coordinating and supervising the research efforts of his investment team.

 

Having earned his B.S. degree from Michigan State University in 1980, Steve began his investment career in 1981 as a Junior Investment Analyst with J&W Seligman & Co. in New York City. Taking mostly evening courses, he earned his M.B.A. degree from New York University in 1984, and subsequently went on to earn his Chartered Financial Analyst (CFA) designation in 1987. In addition to his current position at Pinnacle Capital Management, Steve has held investment leadership positions at Strategic Investments, Manning & Napier Advisors, and J.W. Burns & Co.

 

Over his 30 year career, Steve has developed an investment philosophy designed to identify companies positioned for success within their current competitive and economic environments. He then overlays a pricing discipline which adds a value element to this approach. This philosophy now forms the basis of Pinnacle Capital Management's core investment strategies. As Steve puts it, our objective is to "get out of the way of negative events, get in the way of positive events, and not pay a whole lot of money for that privilege."

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