Pinnacle Advisor Solutions (PAS) is committed to making the investments in people and technology required to deliver best-in-class service to our wealth management partners. We are therefore pleased to announce the addition of several new team members to support our wealth management partners.
• Tim Mascari joins our team as Associate Director, Strategic Partnerships. In this role, Tim will lead the promotion of our PRISM and PRISMPlus continuity and succession planning solutions to independent advisors. Tim joins us from PAS parent company Pinnacle Advisory Group where he managed its partnership with a leading national broker dealer establishing and maintaining over 300 advisor relationships while raising more than $50MM in AUM.
• Steven Ramina joins the PAS team as a Client Relationship Specialist. Steven is responsible for servicing the day-to-day administrative activities of our wealth management partners including custodial, client service and billing activities. Steven comes from Morgan Stanley where he worked in listed derivatives operations. Steven is currently pursuing his CFP designation and has already passed four of the seven required exams.
In addition to these new team members at PAS, we also are pleased to announce that our parent company, Pinnacle Advisory Group, has hired John Riina as Director of Sales and Marketing. John will oversee the sales and marketing initiatives of the legacy wealth management business. He brings over 25 years of experience in building sales, marketing, and distribution programs at firms including Legg Mason, Citigroup, and PSA. John earned his MBA from Loyola College.
Riina will serve as a valuable resource to our strategic partnership team – John Hill, Peter McGratty, Dale Van Scoyk and Tim Mascari – as they provide practice management and strategic business consulting to our partners, particularly in the arena of new business development.