Leadership
Gregg Kidd
Co-Founder
Chief Executive Officer of Pinnacle Holding Company, LLC
Gregg founded Pinnacle Investments with Dan Raite in 1996. Their vision was to create a financial services firm focused on serving the needs of clients. With over 35 years of industry experience, Gregg started his career in the financial services industry in 1985 after receiving a Bachelor of Science degree in 1984 from Ithaca College.
Prior to starting Pinnacle Investments, Gregg served as a Vice President with a global financial services firm for 10 years. He is a Financial Industry Regulatory Authority (FINRA) General Securities Principal (Series 24) and Municipal Securities Principal. In addition to his role as Managing Partner at Pinnacle Investments, he also serves as Chief Executive Officer of Pinnacle Holdings, founded Pinnacle Capital Management in 2006 and coordinated the acquisition of Confidential Planning in 2007.
Gregg continues to explore growth opportunities for the Pinnacle brand along with ways of enhancing the client experience. He is very involved in overseeing the Pinnacle Team to ensure his founding vision of serving clients continues to be met with the highest standards. He works with high-net-worth individuals and families, specializing in growing and preserving multi-generational wealth.
Gregg served as a FINRA District Committee Member from 2003-2006, a member of the FINRA Consultative Committee from 2006-2007, and served as a board member of the Onondaga County Industrial Development Agency.
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Benjamin R. Quilty, MBA, CFP®
Chief Executive Officer
Ben offers comprehensive financial and retirement planning to assist individuals, and families, in making informed investment decisions.
Ben began his career in the financial services industry in 2005 and joined Pinnacle Investments, as a financial advisor, in 2010. After receiving his Bachelor’s degree in Business Economics from the State University of New York (SUNY), College at Oneonta in 2005, Ben earned his Master of Business Administration (MBA) degree, with a concentration in Financial Management, from Pace University in 2010.
Financial Industry Regulatory Authority (FINRA) Licensed:
- General Securities Representative (Series 7)
- State Securities Agent & Registered Investment Advisor Representative (Series 66)
- General Securities Principal (Series 24)
- Municipal Securities Principal (Series 53)
- Registered Options Principal (Series 4)
New York State Insurance Licensed for Life, Accident & Health
NYU School of Professional Studies – Certified Financial Planner™ Program
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Eric D. Krouse
Chief Operating Officer
Prior to his career in the financial services industry, Eric served in a number of upper management positions in the Boston and New York City areas where he specialized in statistical and financial analysis. After working for a global investment firm, Eric joined Pinnacle Investments in 2005 where he was able to apply many of those same skills in developing investment strategies. In addition to working with individual clients, Eric served as Chief Executive Officer of Pinnacle Investments and President of Pinnacle’s Confidential Planning I, LLC division. Currently, Eric serves as Chief Operating Officer of Pinnacle Investments, LLC and Pinnacle Holding Company, in addition to serving as a Board Member.
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Monica Coles
Chief Compliance Officer
Monica joined Pinnacle Investments in February of 2022 as Director of Compliance. Prior to that, she held roles in Operations, Compliance and most recently was Head of Supervision at an independent broker-dealer. In October of 2022, Monica was promoted to Chief Compliance Officer of Pinnacle Investments, leading the newly constructed compliance team and supervisory team. Monica resides in Chittenango with her husband, two stepdaughters, and two dogs. When she is not working she spends her free time reading, singing, traveling, and kickboxing.
Mark T. Nardella, MBA, CFP®
President
Mark holds an undergraduate degree from Middlebury College, a Master of Business Administration (MBA) from Syracuse University, and is a Certified Financial Planner (CFP). He joined Pinnacle in 2019 and has been providing Financial, Retirement, Insurance, and Estate Planning for more than 23 years. In 2021, Mark was named President of Pinnacle Investments with the responsibility for growing the Wealth Management business, including training, recruiting, advisor oversight, and advisor growth initiatives. Mark has also served as a Board Member of Syracuse Stage, the East Area YMCA and the Utica Symphony.
Mark and his family reside in Pompey, NY.
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Janet Bianchini
Chief Administrative Officer
Janet joined Pinnacle Investments at the start of 2020 to improve and create a more efficient, streamlined synergy between senior management and our sales/operations support team in our home office. As our firm continues to grow, Janet will play a key role in not only helping us improve the level of service we provide to all of our clients but current advisors as well.
Prior to joining Pinnacle, Janet was employed with Merck & Co. in the role of product sales and account management. We are excited to tap the knowledge she has gained from her 21 years of experience in the corporate world to help make our firm an even better place to be.
