Withum Wealth Management is a Registered Investment Advisor providing customized investment management solutions. The group brings the resources of a multi-billion dollar investment advisory firm to WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our foundation gives clients the opportunity to benefit from a seasoned team of advisors working together to integrate their wealth management plan.

Pinnacle Associates is a multi-billion dollar Registered Investment Advisory firm. The firm has provided investment management solutions to affluent individuals and institutions for over 25 years. New York Office335 Madison Avenue 11th FloorNew York, NY 10017Red Bank, New Jersey Office47 Reckless PlaceRed Bank, NJ 07701*Pinnacle's ADV is available upon request

• Planned and worked the annual WS+B US OPEN event with a budget of over $20,000 in which 120 of the company’s biggest referral sources attended (Duties included the composition of letters and emails, securing and setting up the venue, acquiring gifts and networking with clients and partners)• Coordinated with various departments and niches to set up and enforce deadlines — Also, worked with the company data bases to create an accurate spreadsheet of YTD niche revenues for the CEO • Maintained company Twitter, Facebook, and LinkedIn accounts that reach out to more than 5,000 viewers • Worked with a one week deadline to gather information and create the design for 85 Partners’ virtual business cards viewed on the website by current and potential clientsRED BANK, NJ331 Newman Springs Road, Suite 125Red Bank, NJ 07701-6765

• Adjusted portfolio models for the Private Client Group on a bi-weekly basis by comparing model weightings against underlying benchmarks and discovering problematic stocks• Created a weekly list of promising stocks for managers by researching and summarizing stock potential earnings and risks • Performed monthly portfolio manager analyses of all private client managers to ensure consistency in company portfolios • Researched and summarized economic trends and leading indicators for clients and managersNew York Office335 Madison Avenue 11th FloorNew York, NY 10017