Pinnacle Investments Expands Advisory Team and Buffalo Market Presence with Addition of Seamus St. Leger and Dana Greene

Pinnacle Investments, LLC announces two strategic additions to its advisory team with Financial Advisors Seamus St. Leger and Dana Greene.

Seamus St. Leger joined Pinnacle Investments in December 2025, bringing a relationship-driven approach that aligns with the firm's commitment to personalized financial planning. A lifelong Central New York resident, Seamus holds a Bachelor of Arts in International Economics from St. Lawrence University. He currently holds FINRA Series 7, Series 66 and Life, Accident & Health insurance licenses. and will be based out of our East Syracuse, NY home office on Widewaters Parkway.

"Successful financial planning goes beyond portfolio management it’s about understanding each client's unique goals and empowering confident decision-making through every life stage," said St. Leger, who resides in Cazenovia, New York.

To establish a growing presence across New York State, Dana Greene joins the team as a Financial Advisor, establishing a growing presence in Western New York. A Buffalo State University graduate, Dana holds FINRA Series 7, Series 66, and Life, Accident & Health insurance licenses.  Dana brings a comprehensive approach to investment strategy with a focus on long-term financial planning. Based in Buffalo, Dana focuses on helping individuals and families achieve lasting financial success through disciplined planning and clear communication.

"These additions represent more than team expansion; they reflect our deliberate investment in our communities to build our next generation of advisors," said Benjamin Quilty, CEO of Pinnacle Investments. "Seamus and Dana embody the values that define Pinnacle: client-first service, relationship-driven planning, and the fresh perspective that comes from advisors who understand the evolving needs of today's investors."

With these appointments, Pinnacle Investments continues its trajectory of strategic growth to maintain the personalized service and comprehensive planning approach our clients deserve.

About Pinnacle Investments, LLC
Pinnacle Investments, LLC (“Pinnacle”) was founded in 1996 by two advisors who sought a better solution for their clients than available at a large warehouse. Pinnacle’s success is directly attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Since experienced advisors run the firm, they avoid culture clashes that spoil the experience of advisors and clients. This philosophy has put them on an impressive growth trajectory throughout the U.S. *Securities and advisory services offered through Pinnacle Investments, LLC member FINRA/SIPC.

To learn more about Pinnacle, please visit PinnacleInvestments.com.

Media contact:

Elizabeth Bartlett

(315) 295-3826

[email protected]