Carl joined Pinnacle in 2001 after graduating with honors with a Bachelor of Science degree in Finance from the University of Maryland. As Chief Investment Officer, he both directs and is involved in all of Pinnacle’s investment efforts, ranging from broad macro-economic topics to individual security selection issues, across different asset classes and markets.
Carl helped develop Pinnacle’s Tactical Asset Allocation investment strategy from its beginnings in 2002, and remains actively involved in its ongoing execution. He leads Pinnacle’s Investment Team, which handles the day-to-day portfolio management activities. Carl is a CFA® charterholder.