James Pinzker

Managing Director, Pinzker & Associates

James E. Pinzker, Managing Director, Pinzker & Associates - An affiliate of A.G.P., a national boutique firm that provides comprehensive wealth management and investment banking services. With 30 years of experience in the financial services industry, he has worked with some of the largest and most reputable firms in the world, such as B. Riley Wealth, Oppenheimer, UBS, Smith Barney, and Merrill Lynch.

James believes that the most successful investors, find a way to remove emotion from their investment decisions. He applies a strict buy/sell discipline that he updates every two weeks, depending on earnings, to maintain investment discipline and objectivity. He also has a deep knowledge of the syndicate markets, which helps to differentiate himself. Through aligning your capital and purpose, he specializes in working with business owners, affluent corporate executives, and physicians, helping them achieve their financial goals and objectives. Based out of South Park in Charlotte, he enjoys spending his downtime with his young family enjoying the Carolinas

Phone 704-886-1433
Mobile Phone 704-591-4158