Pinnacle is a holding company with investments in financial services, wealth management, asset management, and HR services.

Consulting

Finance

Human Resources

Investment Management

Lending

Pinnacle

Pinnacle's headquarters in East Syracuse, NY, United States

Gregg A. Kidd

Jennifer Terzini

Stephen Chow

Michael Schmidt

Elizabeth Bartlett

Dalton Axenfeld

The Finance and Operations team at Pinnacle is responsible for overseeing financial planning, analysis, and reporting to ensure the company’s investments are strategically managed and aligned with overall business objectives. They also streamline operational processes to enhance efficiency across the organization, supporting financial advisors in delivering exceptional service to clients while optimizing internal workflows.

Finance and Operations

This department provides expert financial guidance and advice to clients, helping them manage their investments and achieve their financial goals.

Financial Services

This department oversees investment strategies and client advisory services.

This department oversees support functions and manages administrative operations to ensure efficient workflow and resource organization.

Administrative Services

This department oversees the management and implementation of technology systems and infrastructure to support organizational operations.

Information Technology

The Leadership Team at Pinnacle is responsible for setting the strategic direction of the company, overseeing investment decisions across financial and HR services, and driving business development initiatives. This team collaborates to ensure robust governance, innovative growth strategies, and operational efficiency, ultimately enhancing value for stakeholders and supporting the company’s mission in the financial sector.

Pinnacle

Org chart

Teams

Finance and Operations

Financial Services

Investment Management

Administrative Services

Information Technology

Leadership Team

Offices

Pinnacle

Org chart

Teams

Finance and Operations

Financial Services

Investment Management

Administrative Services

Information Technology

Leadership Team

Offices

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