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
Peter McGratty, CFA®
Vice President Strategic Partnerships
Gary Seifrit
Director of Strategic Partnerships
Investment Team
Carl Noble, CFA®
Senior Vice President of Investments
Sean Dillon CMT, CFTe®
Senior Vice President of Investment Strategies
Sauro Locatelli CFA®, FRMTM
Director of Quantitative Research
Joe Zimmermann
Head Trader
Ross Causley
Trader
Financial Planning Team
Kelly Wright, CFP®
Director of Wealth Management
Marketing Team
David Poulos
Director of Marketing
Kelly O’Neill
Marketing Manager
Client Services Team
Kristin Tucker CFP®
Director of Client Relations
Steven Ramina, CFP®, ChFC®
Operations Manager
Karima Escalona, FPQPTM
Senior Operations Specialist
Kathy Beers, FPQPTM
Operations Analyst