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
John Hill, CFP®
Chief Executive Officer
Peter McGratty, CFA®
Vice President Strategic Partnerships
Investment Team
Ken Solow, CFP®
Chief Investment Officer
Sauro Locatelli CFA®, FRMTM
Director of Quantitative Research
Carl Noble, CFA®
Senior Analyst
Sean Dillon CMT, CFTe®
Technical Analyst
Dan Mento CFA®
Junior Analyst
Joe Zimmermann
Head Trader
Ross Causley
Trader
Financial Planning Team
Michael Kitces, CFP®
MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL®
Director of Wealth Management
Kelly Wright, CFP®
Director of Financial Planning
Marketing Team
David Poulos
Director of Marketing
Kelly O’Neill
Marketing Manager
Client Relationship Group
Kristin Tucker CFP®
Director of Client Relations
Karima Escalona, FPQPTM
Senior Operations Specialist
Steven Ramina, FPQPTM, ChFC®
Senior Operations Specialist
Kathy Beers, FPQPTM
Operations Analyst