Carl joined Pinnacle in 2001 after graduating with honors with a Bachelor of Science degree in Finance from the University of Maryland. In his role as Senior Investment Analyst, he is involved in a variety of different research and analysis efforts, ranging from broad macro-economic topics to individual security selection issues, across different asset classes and markets. He helped develop Pinnacle’s Tactical Asset Allocation investment strategy from its beginnings in 2002, and remains actively involved in its ongoing execution. He is an integral part of Pinnacle’s Investment Team, which handles the day-to-day portfolio management activities. Carl is a CFA® charterholder.