For many advisory firms, portfolio rebalancing technology is one of the single most important pieces of technology that they have. …read more
Source:: Nerd’s Eye View
For many advisory firms, portfolio rebalancing technology is one of the single most important pieces of technology that they have. …read more
Source:: Nerd’s Eye View
Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.