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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.
Sand Hill Global Advisors delivers outstanding wealth advisory and investment management services to individuals and families, as well as to endowments and foundations. For more than three decades, we have partnered with our clients to offer objective advice, customized planning, and sophisticated investment management. While our investment philosophy is global, our focus is on our clients’ goals - here and now. The Sand Hill team is, first and foremost, committed to the financial well being of its clients.
Capital Analysts Incorporated is a Cincinnati, OH-based company in the Financial Services sector.
As a joint venture between Visa and U.S. Bank, Syncada's mission is to create a global payment network where multiple banks distribute a single platform for invoice processing and payments with integrated trade finance to their commercial and government customers.
Glenwood Capital Investments LLC is a Chicago, IL-based company in the Financial Services sector.