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Baker Newman Noyes is one of the nation`s top 100 accounting and consulting firms with offices in Massachusetts, Maine, and New Hampshire. The firm supports a variety of clients with a special focus on banking and financial services, healthcare, manufacturing and distribution, not-for-profit, public sector entities and privately held and family-owned businesses. Baker Newman Noyes is an independent member of Baker Tilly International.
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.
The Credit Junction is the first data-driven asset based lending platform and is transforming the way small and mid-size businesses access working capital, growth and supply chain financing solutions.
Russell Bond and Co is a Buffalo, NY-based company in the Financial Services sector.
MarketX Ventures is a platform that provides access to high growth investment opportunities for family offices, funds, and high net worth individuals.