Chet Pinckernell, CIMA

Portfolio Consulting, Wealth Planning

Chet Pinckernell is the director of Portfolio Solutions, a department within Wealth, Retirement & Portfolio Solutions. He oversees the portfolio strategists who provide asset allocation and portfolio construction consulting services to the firm’s high net worth clients. Chet served in a similar role within Morgan Keegan’s Wealth Management Services division prior to the firm’s purchase by Raymond James. With Morgan Keegan, he also served as a member of the WMS Investment Strategy Committee, which oversaw the firm’s asset allocation policy and discretionary investment portfolios. Chet had also served as a senior analyst for Morgan Keegan’s Alternative Investments Group and as manager of the WMS Due Diligence Group.

Chet earned a Bachelor of Engineering degree in civil engineering from Vanderbilt University and a Master of Business Administration degree in finance from Emory University. He is a Certified Investment Management Analyst (CIMA®) and is a member of the Investment Management Consultants Association (IMCA®). Chet holds Series 7 and 63 securities licenses.