Pinnacle Capital Advisory, LLC. (PCA)
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NOTICES
Mr. Allen's took a leave of absence Jan 2023 due the fact the he suffered from 3 bouts of covid -19 in 2022. In January 2023, 30 days after he recovered from the virus he was afflicted with the post long term covid infection of the central nervous system. He began to recover in January 2024, but as fate with have it he contracted Covid again for the 4th time and the post side effects returned. Therefore as of now he is still recovering and we are looking for his return in the fall 2025.
From Johns Hopkins:
The spike protein from SARS-CoV-2, whether resulting from infection or vaccination, can persist in the body for some time. However, it is generally cleared more quickly with vaccination than with infection. Research has shown that the spike protein can be detected in various tissues, including the brain, for extended periods following infection. While mRNA vaccines reduce the spike protein burden, they do not eliminate it entirely. Some evidence suggests that the spike protein can still be found in certain immune cells, such as CD16+ monocytes, for several months to years.
Professional (s). With Covid, the team of PCA has all moved to working from home. Their designation of our team has all been placed as 1099 contractors. We hold weekly ZOOM conferences. As a whole, the covid situtaion has turned out to be a great work-life balance for all the PCA team. To summarize; great produtivity and improved client services. Each of our team members work under a NDA agreement.
PROFESSIONAL
Joseph C. Allen, Jr.,
GENRAL PARTNER
3495 Buckhead Loop NE.
19204, Atlanta, Ga., 31126
Work: 404-803-9017
jallen@pca1llc.com
WORK EXPERIENCE
General Partner – Atlanta, GA
Pinnacle Capital Advisory, LLC. 08/2011 to present
Retained by super regional bank ($24.4B) to develop a new investment
income stream through the capital markets apart from the regular banking.
Produced a 54 % increase of bank’s income for the new trading department.
COO A & W Management a Subsidiary of J.P Turner Investment Bank
Oct. 2009 – Aug. 2011. Retained to migrate client base of of $600 million AUM to Investment bank post Wells - Fargo take over. Develped the Wealth Mangement
Division of the firm. Atlanta, GA.
Senior Executive Advisor of Wachovia Bank - Atlanta, GA.
Oct. 2008 – Aug. 2011. Retained as PM (Portfolio manager) for $600 million
AUM. Developed hedged trading yielding an additional 10% per annum.
Senior Advisor, Retained by Bank of America - Charlotte, N.C.
Jan. 2007 – Oct. 2008. Performance Optimization Fixed Income Trading.
Developed 20% enhancement of trading at completion.
CEO & President, The Hotel Corporation of Atlanta Jan. 1998 – Jan. 2007
Negotiated a deal for Genesis Fund, LP. to take majority ownership of a hotel
corporation (HCA) leading to the acquisition of an additional 50 hotels.
Then spearheaded the formation of a team of professionals leading up to a fall
2001 $750 million IPO. With the 9/11/2001 event we cancelled the IPO and
sold the hotel corporation to a major hotel chain maintaining the venture capital
ownership.
Founder, CEO, and General Partner of Genesis Fund, L.P.
Atlanta, GA. Jan. 1993 – Jan. 1998. Managed the startup of an Independent Hedge Fund growing the fund to $50 million plus with a five year per annuum certified ROI of 30% per year.
Merrill Lynch, Dean -
Witter Reynolds,
Morgan – Stanley.
Atlanta, New York &
Princeton. Financial Advisor,
Analyst, Trader. 1987 -1993
ACHIEVEMENT,
INTEREST, &
CERTIFICATES
*BA, Catawba College
*Duke Research
*UNC, Economics
*New Canaan Society
FORMER PCA CONTRACTS:
SunTrust Banking focused on enhancing its trading department during the Global Financial Crisis (GFC).
Meanwhile, Wachovia Wealth Management saw significant success, with 54% of its results attributed to the trading department, which played a crucial role in the bank's survival during the crisis.
Additionally, Bank of America developed its fixed income trading division, achieving a 20% increase in that department’s performance.20%
