Dean joined Pinnacle Investments in the fall of 2013, but began his career in 2008 with a global financial services firm. Dean’s focus is developing personalized strategic solutions to address the complex needs of his clients, drawing upon his expertise in the implementation of a sophisticated and disciplined wealth management process. This includes equity and fixed income portfolio management, asset allocation, and risk management strategies. Additionally, Dean offers the ability to provide advice and execution relating to a very broad and comprehensive knowledge of financial markets, various asset classes and investment products. As a portfolio manager with Pinnacle Investments, Dean is able to customize asset allocation models that are designed to efficiently maximize market returns, and minimize risk with the goal of growing and preserving wealth.
With strong ties to Central New York, Dean is a native of Cazenovia. He is a graduate of Christian Brothers Academy and holds a bachelors degree in Economics from the Maxwell School at Syracuse University. Dean is a Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), State Securities Agent & Registered Investment Advisor Representative (Series 66), NYS Insurance Licensed for Life, Accident & Health, and has earned the Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning.
Dean believes that significant wealth can be enhanced by – and is often dependent upon – a skilled level of asset management.
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