Richmond, VA Office

Joseph Godsey is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding a Series 65 designation with 26 years of industry experience. He has worked at Pinnacle Associates since 2023 and has concurrently been with Investment Management Of Virginia, LLC since 2006. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a broad client base, including individuals, families, institutions, and pension plans. The firm employs a fundamental, bottom-up investment approach with a long-term focus and offers tailored portfolios that include equity strategies, bonds, mutual funds, ETFs, and option overlays, while also serving as a sub-advisor and model provider to other advisers and wrap programs.

John Bocock is a financial advisor at Pinnacle Associates, Ltd. with 26 years of industry experience. He holds a Series 65 designation and has been with Pinnacle Associates since 2023, after a lengthy tenure at Investment Management of Virginia starting in 2000. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental, bottom-up analysis with a long-term, valuation-sensitive approach, primarily managing portfolios of individual equities and offering custom allocations across various strategies.

William Sizemore is a financial advisor at Pinnacle Associates, Ltd. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Associates since 2023, previously serving at Investment Management Of Virginia, LLC since 2007. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning for individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach across various equity strategies and offers tailored allocations that include bonds, mutual funds, ETFs, and option overlays when appropriate.

Thomas Neuhaus is a financial advisor at Pinnacle Associates, Ltd. with 24 years of industry experience. He holds a Series 63 designation and has worked at Pinnacle Associates since 2023 and Investment Management of Virginia, LLC since 2007. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, endowments, foundations, and institutional accounts. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across a broad range of equity and fixed income products.

George Mcvey Jr. is a financial advisor with Pinnacle Associates, Ltd. in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Investment Management of Virginia, LLC from 2000 to 2016. Pinnacle Associates provides discretionary investment management and financial planning to individuals, families, trusts, corporations, endowments, foundations, pension plans, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis with a valuation-sensitive, long-term approach and offers its strategies through various platforms including model portfolios and unified managed accounts.

Reginald Pickral is a financial advisor at Pinnacle Associates, Ltd. with 19 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Pinnacle Associates since 2023, following several years at Investment Management of Virginia, LLC. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, corporations, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis with a long-term valuation-sensitive approach and offers its strategies through various platforms including model portfolios and unified managed accounts.