Mike Monashefsky

Michael graduated from the State University of New York at Buffalo in 2016 with a bachelor’s degree in History and, following graduation, returned to Syracuse to begin his career with Bank of New York Mellon in Custody Client Services. At BNY Mellon, he supported a diverse client base—including banks, treasury offices, and financial institutions—managing their day-to-day global and domestic asset servicing needs and developing a strong foundation in financial operations and client relationship management.

In 2021, Michael joined Pinnacle Investments as a Client Service Associate, where he worked closely with advisors and clients to support comprehensive financial planning and investment strategies. In 2022, he was promoted to Financial Advisor and became a member of the Empire Advisory Group within Pinnacle Investments. In this role, Michael provides strategic financial guidance to individuals and families, focusing on long-term planning, investment management, and wealth preservation. As part of the Empire Advisory Group, he collaborates with senior advisors to deliver comprehensive, client-centered solutions designed to support sustained financial growth and stability.

In his spare time, he loves attending Syracuse University football and basketball games, as well as making trips up to the Adirondacks to hike and enjoy the mountains.