Pinnacle Advisor Solutions
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Pinnacle Advisor Solutions Employees
Employee
Years
Job
Industry
Peter McGratty CFA Peter McGratty CFA's Pinnacle Advisor Solutions Experience October 2009 - Present
Job Helping Financial Advisors Build their Businesses & Prepare for Succession
Industry Financial Services
Experience
Pinnacle Advisor Solutions October 2009 - Present
Martin Thomas Wealth Management October 2008 - October 2010
SV Partners LLC January 2009 - September 2009
Calcine Management November 2004 - June 2008
Principled Capital Management October 2002 - March 2004
LENDX January 2000 - March 2002
NetProspect March 1999 - December 1999
Montgomery Securities August 1990 - January 1998
Sallie Mae 1987 - 1987
Skills
Financial Services, Wealth Management, Financial Planning, Investment Management, Asset Management, Portfolio Management, Asset Allocation, Tactical Asset..., Risk Management, Investment Advisory, Investments, Security Analysis, Equities, Hedge Funds, Finance, Strategy, Business Strategy, Direct Sales, New Business Development, Business Development, Strategic Partnerships, Marketing Management, Financial Accounting, Fundraising, Due Diligence
Education
Georgetown University 1986 — 1990
BSBA, Finance
Delbarton School 1980 — 1986
High School Diploma
Oak Knoll School 1977 — 1980
Pinnacle Advisor Solutions October 2009 - Present
Martin Thomas Wealth Management October 2008 - October 2010
SV Partners LLC January 2009 - September 2009
Calcine Management November 2004 - June 2008
Principled Capital Management October 2002 - March 2004
LENDX January 2000 - March 2002
NetProspect March 1999 - December 1999
Montgomery Securities August 1990 - January 1998
Sallie Mae 1987 - 1987
Skills
Financial Services, Wealth Management, Financial Planning, Investment Management, Asset Management, Portfolio Management, Asset Allocation, Tactical Asset..., Risk Management, Investment Advisory, Investments, Security Analysis, Equities, Hedge Funds, Finance, Strategy, Business Strategy, Direct Sales, New Business Development, Business Development, Strategic Partnerships, Marketing Management, Financial Accounting, Fundraising, Due Diligence
Education
Georgetown University 1986 — 1990
BSBA, Finance
Delbarton School 1980 — 1986
High School Diploma
Oak Knoll School 1977 — 1980
Ian Lowery Ian Lowery's Pinnacle Advisor Solutions Experience March 2013 - September 2013
Job Search Coordinator at Razorfish
Industry
Experience
Razorfish June 2014 - Present
GAL Inc. Internet Marketing April 2013 - April 2014
Pinnacle Advisor Solutions March 2013 - September 2013
Skills
SEM, Google Analytics, Email Marketing, Google Adwords, Online Marketing, Online Advertising
Education
University of Delaware 2008 — 2012
Bachelor's degree, Mass Communication/Media Studies, 3.16
Bergen Catholic
Razorfish June 2014 - Present
GAL Inc. Internet Marketing April 2013 - April 2014
Pinnacle Advisor Solutions March 2013 - September 2013
Skills
SEM, Google Analytics, Email Marketing, Google Adwords, Online Marketing, Online Advertising
Education
University of Delaware 2008 — 2012
Bachelor's degree, Mass Communication/Media Studies, 3.16
Bergen Catholic
Dale Van Scoyk, GFS Dale Van Scoyk, GFS's Pinnacle Advisor Solutions Experience 2014 - Present
Job Enabling Financial Advisors to Build Thriving RIA Firms and Exit Successfully
Industry Financial Services
Experience
Pinnacle Advisor Solutions 2014 - Present
Foundation for Financial Planning 2014 - Present
Financial Industry Regulatory Authority (FINRA) June 2005 - Present
Financial Planning Association (FPA) January 2003 - Present
Skills
GFS - Global Fiduciary..., Series 7, Business Strategy, Strategic Planning, Practice Management, Kinder Institute of..., Governance, Agile Collaboration, Fiduciary, Institute, Financial Transitions, Wealth Management, Investment Advisory, Coaching, Investments, Strategic Financial..., Marketing Strategy, Financial Advisory, Project Planning, Leadership, Business Development, Investment Management, Retirement Planning, Asset Allocation, 401k, Financial Planners, Retirement, Wealth, Investment Strategies, Estate Planning, Mutual Funds, Finance, Asset Management, Personal Finance, Financial Services, Securities, Fixed Annuities, Financial Planning
Education
College for Financial Planning 2013 — 2014
CFP - Personal Financial Planning
Arizona State University
MBA, Marketing
Purdue University
BSEE, Electrical and Electronics Engineering
Pinnacle Advisor Solutions 2014 - Present
Foundation for Financial Planning 2014 - Present
Financial Industry Regulatory Authority (FINRA) June 2005 - Present
Financial Planning Association (FPA) January 2003 - Present
Skills
GFS - Global Fiduciary..., Series 7, Business Strategy, Strategic Planning, Practice Management, Kinder Institute of..., Governance, Agile Collaboration, Fiduciary, Institute, Financial Transitions, Wealth Management, Investment Advisory, Coaching, Investments, Strategic Financial..., Marketing Strategy, Financial Advisory, Project Planning, Leadership, Business Development, Investment Management, Retirement Planning, Asset Allocation, 401k, Financial Planners, Retirement, Wealth, Investment Strategies, Estate Planning, Mutual Funds, Finance, Asset Management, Personal Finance, Financial Services, Securities, Fixed Annuities, Financial Planning
Education
College for Financial Planning 2013 — 2014
CFP - Personal Financial Planning
Arizona State University
MBA, Marketing
Purdue University
BSEE, Electrical and Electronics Engineering
Tim Mascari Tim Mascari's Pinnacle Advisor Solutions Experience August 2015 - Present
Job Providing Viable Business Continuity and Succession Solutions for Advisors by Advisors.
Industry Financial Services
Experience
Pinnacle Advisor Solutions August 2015 - Present
Pinnacle Advisory Group January 2012 - July 2015
Pinnacle Advisory Group December 2009 - December 2011
Horan Capital Management November 2007 - December 2008
Berman McAleer, Inc. April 2006 - November 2007
Legg Mason February 2005 - March 2006
Skills
Relationship Management, Business Development, Product Development, Relationship Building, Sales, Salesforce.com, Sales Presentations, Retail Sales, Public Speaking
Education
McDaniel College 1998 — 2003
Bachelor of Arts (B.A.), History
Hereford High School 1994 — 1998
Pinnacle Advisor Solutions August 2015 - Present
Pinnacle Advisory Group January 2012 - July 2015
Pinnacle Advisory Group December 2009 - December 2011
Horan Capital Management November 2007 - December 2008
Berman McAleer, Inc. April 2006 - November 2007
Legg Mason February 2005 - March 2006
Skills
Relationship Management, Business Development, Product Development, Relationship Building, Sales, Salesforce.com, Sales Presentations, Retail Sales, Public Speaking
Education
McDaniel College 1998 — 2003
Bachelor of Arts (B.A.), History
Hereford High School 1994 — 1998
Ken Solow Ken Solow's Pinnacle Advisor Solutions Experience January 2011 - Present
Job Founding Partner at Pinnacle Advisory Group
Industry Financial Services
Experience
Pinnacle Advisor Solutions January 2011 - Present
Pinnacle Advisory Group 1993 - Present
Education
Towson University 1975 — 1979
Bachelor's Degree, Finance, General
Pinnacle Advisor Solutions January 2011 - Present
Pinnacle Advisory Group 1993 - Present
Education
Towson University 1975 — 1979
Bachelor's Degree, Finance, General
John R. Hill, CFP John R. Hill, CFP's Pinnacle Advisor Solutions Experience October 2010 - Present
Job CEO at Pinnacle Advisory Group
Industry Financial Services
Experience
Pinnacle Advisor Solutions October 2010 - Present
Pinnacle Advisory Group 1993 - Present
Skills
Financial Planning,, Strategic Consulting, Succession Planning, Investment Management, Aquisition
Education
Elon University - Martha and Spencer Love School of Business 1972 — 1976
ba, Business, Economics
Pinnacle Advisor Solutions October 2010 - Present
Pinnacle Advisory Group 1993 - Present
Skills
Financial Planning,, Strategic Consulting, Succession Planning, Investment Management, Aquisition
Education
Elon University - Martha and Spencer Love School of Business 1972 — 1976
ba, Business, Economics
Sean Dillon, CMT Sean Dillon, CMT's Pinnacle Advisor Solutions Experience March 2011 - Present
Job Technical Analyst
Industry Financial Services
Experience
Pinnacle Advisor Solutions March 2011 - Present
Pinnacle Advisory Group October 2005 - Present
Pinnacle Advisory Group October 2005 - January 2014
Merrill Lynch May 2003 - October 2005
Skills
Wealth Management, Portfolio Management, Asset Management, Strategy, Analysis, Entrepreneurship, Investments, Corporate Finance, Due Diligence, Mergers & Acquisitions, Executive Management, Venture Capital, Start-ups, Economics, Private Equity, Emerging Markets, Financial Markets, Finance, Investment Advisory, Derivatives, Trading, Equities
Education
Neumann University 2002 — 2003
B.S., Marketing
University of Richmond - Robins School of Business 1999 — 2002
Economics
The Hill School 1995 — 1999
Pinnacle Advisor Solutions March 2011 - Present
Pinnacle Advisory Group October 2005 - Present
Pinnacle Advisory Group October 2005 - January 2014
Merrill Lynch May 2003 - October 2005
Skills
Wealth Management, Portfolio Management, Asset Management, Strategy, Analysis, Entrepreneurship, Investments, Corporate Finance, Due Diligence, Mergers & Acquisitions, Executive Management, Venture Capital, Start-ups, Economics, Private Equity, Emerging Markets, Financial Markets, Finance, Investment Advisory, Derivatives, Trading, Equities
Education
Neumann University 2002 — 2003
B.S., Marketing
University of Richmond - Robins School of Business 1999 — 2002
Economics
The Hill School 1995 — 1999
Christian Ercole Christian Ercole's Pinnacle Advisor Solutions Experience June 2013 - August 2013
Job Student at Johns Hopkins University
Industry Financial Services
Experience
Johns Hopkins University August 2011 - May 2015
FBN Securities Inc. June 2014 - August 2014
Pinnacle Advisor Solutions June 2013 - August 2013
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Delbarton High School 2007 — 2011
3.7
Johns Hopkins University August 2011 - May 2015
FBN Securities Inc. June 2014 - August 2014
Pinnacle Advisor Solutions June 2013 - August 2013
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Delbarton High School 2007 — 2011
3.7
Carl Noble, CFA Carl Noble, CFA's Pinnacle Advisor Solutions Experience March 2011 - Present
Job Senior Investment Analyst
Industry Financial Services
Experience
Pinnacle Advisor Solutions March 2011 - Present
Pinnacle Advisory Group July 2001 - Present
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Bloomberg, Investment Advisory, Mutual Funds, Alternative Investments, Fixed Income, Finance, Equities, Financial Planning, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 1997 — 2001
BS, Finance
Pinnacle Advisor Solutions March 2011 - Present
Pinnacle Advisory Group July 2001 - Present
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Bloomberg, Investment Advisory, Mutual Funds, Alternative Investments, Fixed Income, Finance, Equities, Financial Planning, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 1997 — 2001
BS, Finance
Kelly (Grogan) O'Neill's Pinnacle Advisor Solutions Experience September 2013 - Present
Job Marketing Associate at Pinnacle Advisor Solutions
Industry Financial Services
Experience
Pinnacle Advisor Solutions September 2013 - Present
ACP Marketing 2000 - 2002
McCracken Brooks 1999 - 2000
Education
College of the Holy Cross 1991 — 1995
Bachelor of Arts (BA), History
Pinnacle Advisor Solutions September 2013 - Present
ACP Marketing 2000 - 2002
McCracken Brooks 1999 - 2000
Education
College of the Holy Cross 1991 — 1995
Bachelor of Arts (BA), History