Pinnacle Investments, LLC Names Mark Nardella, MBA, CFP as President of Growing Broker-Dealer/RIA

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Mark Nardella, MBA, CFP

Syracuse, NY December 1, 2021 – Pinnacle Investments, LLC (Pinnacle), a 25-year-old wealth and asset manager based in New York State, announced today that Mark Nardella has been named President of the firm’s Broker-Dealer and RIA. The firms’ expanding footprint includes Pinnacle Investments and their 20 branch locations across 10 states.

Mr. Nardella will be responsible for growing the Wealth Management business, including training, recruiting, advisor oversight, and advisor growth initiatives.

“Mark, like the rest of senior management at Pinnacle, is also a financial advisor, so he brings that unique perspective that only an advisor can to leading these business lines,” says CEO of Pinnacle Investments, Ben Quilty.

Gregg Kidd, Pinnacle Holding Company’s CEO adds, “Pinnacle is all about teamwork. We’re a partnership, which means every advisor has a stake in the decision to promote Mark. It also means we all believe Mark can grow our business and keep our partnership culture vibrant and intact.”

“I’m thrilled to take on this expanded role,” Nardella says. “I believe that Pinnacle’s unique business mix and partnership structure will make an attractive alternative for Advisors seeking to change firms. Whether they value an entrepreneurial firm culture, our unique suite of products and services, or want to participate in the personal wealth-building that the partnership model provides, I look forward to making the case for them to become a partner.”

About Pinnacle Investments, LLC
Celebrating its 25th anniversary in 2021, Pinnacle Investments is an advisor partnership that provides a full spectrum of products and services to its clients, while fostering a culture of entrepreneurship and growth. Pinnacle’s success is attributed to its ability to provide a personalized approach to investment management and client service. To learn more about Pinnacle Investments, visit PinnacleInvestments.com

Post Date

Dec 2nd 2021