| Name | Title | Contact Details |
|---|---|---|
Liz Mastrobattisto |
Chief Compliance Officer | Profile |
Micah Nessan |
General Counsel | Profile |
Aptiv is a global technology company that develops safer, greener and more connected solutions, which enable the future of mobility.
Jurassic Capital is a growth equity firm that invests in B2B software companies based in the Southeast US.
VW Credit, Inc. (VCI), a wholly owned subsidiary of Volkswagen of America, Inc. (VWoA), was founded in 1981 to function as the financial service arm of VWoA. VCI is a captive finance company, servicing authorized VW, Audi and Bentley dealers and their
Clearbrook is a Stamford, CT-based company in the Financial Services sector.
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.