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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.
Isabella Community Credit Union is a Mount Pleasant, MI-based company in the Financial Services sector.
Founded in 2008, Sugar Hill Capital Partners is an impact investment management and operations firm that invests in and repositions stressed middle-market apartment buildings in New York City. Sugar Hill Capital Partners offers multiple funds that invest in the New York City real estate market, specifically within the boroughs of Brooklyn and Manhattan. We are locally based with offices in these areas, giving us real-world insight into the markets in which we own and operate properties. Our vertically-integrated business involves modernizing and restoring often 100+ year old buildings, long neglected by mom-and-pop owners and passive investors. We like to believe that we provide investors and partners with an opportunity to achieve returns by repositioning inefficient assets into sustainable properties. Since 2008, we have delivered over 100 best-in-class turn-key properties, comprising over 2,200 apartments. To achieve our goals, we employ over 60 professionals who work to add value for stakeholders from entry to exit. The firm`s major divisions include investment management, property management, architectural design, and energy management.
Haniel: Creating Value for Generations Franz Haniel & Cie. GmbH is a German family equity company that has been based in Duisburg Ruhrort since its founding in 1756. The 100% family-owned holding company manages a diversified portfolio and pursues a l...
National Penn Investors Trust Company is a Oxford, PA-based company in the Financial Services sector.