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Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is 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. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
At NODE40, we sit at the intersection of industry and government compliance to demystify the treatment of cryptocurrency (e.g. Bitcoin) across its many governing bodies. NODE40 is a financial services provider for individuals and businesses that have interacted with cryptocurrency. Our flagship product, Balance, is a robust cryptocurrency tax calculation software that integrates directly with major cryptocurrency exchanges and custodial wallets. Members of the blockchain community transacting in, trading, or mining digital currency, have triggered taxable events and may be unaware of how to properly disclose these transactions to the government.
When it comes to optimizing secondary execution, experience matters. Since 2001, Vice Capital Markets has successfully managed interest rate risk and maximized profitability on over half a trillion of MBS trades and mortgage-related transactions for lenders of all sizes. With an average of 10+ years` experience behind each of the traders on their team, Vice Capital has helped its clients realize, on average, a 25 to 55 bps improvement over their best effort execution. Whether its providing full-service hedge management or simply reporting and market insight to guide internally-driven activities, Vice Capital delivers the same level of care and attention to ensuring the success of its clients and helping them make the most of their secondary execution.
Wells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States.
Amur Finance Company is a global commercial enterprise empowering entrepreneurs in the transportation, industrial, and equipment leasing sectors.