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

Posted on December 1, 2021

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

Other Member News

Oswego YMCA Comedy With A Cause
October 2, 2025

Fulton Farmers' Market Halloween Bash

Join us for a fun-filled day at the last Fulton Farmers Market! 

NBT Bank Welcomes Michael Pujia as Private Banking Relationship Manager
October 2, 2025

NBT Bank Welcomes Michael Pujia as Private Banking Relationship Manager

Based in Syracuse, Pujia brings a strong background of fiduciary management, financial planning and analytical skills to support the company’s high net worth private banking clients.

CenterState CEO Chair Stephen Fournier of KeyBank Featured in Oswego County Business Profile
October 2, 2025

CenterState CEO Chair Stephen Fournier of KeyBank Featured in Oswego County Business Profile

Earlier this year, CenterState CEO announced Fournier’s unanimous election as board chair.

logo
October 2, 2025

Destiny USA Job Fair Looking For Vendors

View the PDF here to learn more about the Destiny USA Job Fair!

Excellus Blue Cross Blue Shield Excellence Logos
October 1, 2025

Specialists' One-Day Surgery Center Recognized Nationally for Higher Quality and Cost-Effective Spine Surgery and Hip & Knee Replacements

This program identifies hospitals and ambulatory care centers (ASCs) that demonstrate expertise in delivering improved patient safety, better health outcomes, and are more cost-effective.

Wicked
October 1, 2025

Wicked to Return to Landmark Theatre Dec. 3–14, 2025

Winner of over 100 international awards including the Grammy Award and three Tony Awards, WICKED has been performed in over 100 cities in 16 countries around the world.

new partners graphic
October 1, 2025

New Partners-CEO Insights October 2025

Please join us in welcoming new CenterState CEO Partner-level members.   

member news graphic
September 30, 2025

Member Essentials-CEO Insights October 2025

Below is a snapshot of the latest news and top headlines from our members. We want to hear from you!

new investors graphic
September 30, 2025

New Investors-CEO Insights October 2025

CenterState CEO wishes to recognize the members who have recently joined as Investors.