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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.
Teleos Management is a Stamford, CT-based company in the Financial Services sector.
United POS Solution Inc., dba UP Solution, founded in 2005 by CEO & President Jay Yoon, is a end-to-end POS hardware service provider for merchants nationwide. Built on the foundation that our customers come first, UP Solution provides 24×7, 365 days a year support for merchants, resellers, and ISOs. UP Solution is a leader in developing innovative products such as the Electronic Cash Register module which connects a credit card terminal to the merchant's cash register and the back-office ASP which gives merchants unlimited real-time data management and full data redundancy for their business via a secure internet connection. Currently, UP Solution hardware is installed in more than 5000 locations worldwide, and has been the product of choice by many franchise retailers in USA, Asia and Europe.
The Heinz Endowments is a non-profit organization dedicated to helping southwestern Pennsylvania thrive as a just and equitable community. They aim to advance knowledge and practice in philanthropy and model solutions to major national and global chall...
Guggenheim Funds Distributors is a Lisle, IL-based company in the Financial Services sector.