Pinnacle Advisor Solutions has assembled an experienced group of wealth planning and investment experts, backed by a comprehensive team of dedicated specialists and support professionals.

Management Team
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John Hill, CFP®
Chief Executive Officer

Peter McGratty CFA

Peter McGratty, CFA®
Vice President Strategic Partnerships

Investment Team
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Rick Vollaro, CPA 
Chief Investment Officer

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Sauro Locatelli CFA®, FRMTM
Director of Quantitative Research

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Carl Noble, CFA®
Senior Analyst

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Sean Dillon CMT, CFTe®
Technical Analyst

Mento

Dan Mento CFA®
Junior Analyst

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Joe Zimmermann
Head Trader

Causley

Ross Causley
Trader

Financial Planning Team
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Michael Kitces, CFP®
MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL®
Director of Wealth Management

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Kelly Wright, CFP®
Director of Financial Planning

Marketing Team
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David Poulos
Director of Marketing

Kelly-Oneill

Kelly O’Neill
Marketing Manager

Lydia-Gogerty

Lydia Gogerty
Partner Communications

Client Relationship Group
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Kristin Tucker CFP®
Director of Client Relations

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Karima Escalona, FPQPTM
Senior Client Relationship Specialist

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Steven Ramina, FPQPTM, ChFC®
Senior Client Relationship Specialist

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Kathy Beers, FPQPTM
Operations Analyst

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