In keeping with our commitment to making ongoing investments in people and technology required to deliver best-in-class service to our strategic independent partners, Pinnacle Advisor Solutions is pleased to announce the addition of two new members to the investment team.
• Jose Arevalo joined the team as a Junior Quant Analyst working closely with Sauro Locatelli. Arevalo is responsible for Quant support of our investment modeling and economic data. Jose is a graduate of the University of Maryland Robert H. Smith School of Business and worked previously as a financial analyst for a prominent real estate development company in Maryland.
• Dan Mento joined the team as an Assistant Portfolio Trader. He is responsible for trading Pinnacle’s investment models and assisting the core trading unit of the Investment Team. Mento previously worked as an Equity Fund Accounting Associate for T. Rowe Price. Mento graduated from James Madison University and is a Level 3 candidate for the Chartered Financial Analyst (CFA) program.
These additions ensure that the investment team is adequately staffed to support future growth and maintain the strong performance of our three primary investment strategies: Dynamic Market, Dynamic Prime and Dynamic Quant. The investment team now numbers 9 full-time members. Our team, in conjunction with our best-in-class trading and portfolio management technologies and our access to the leading independent institutional research has produced a 13 year-GIPS compliant and third party verified track record of beating the benchmark with less risk net of all fees and expenses.
