Dan founded Pinnacle Investments with Gregg Kidd in 1996. Their vision was to create a boutique financial services firm focused on serving the needs of clients. Dan started his career in the financial services industry in 1984 after receiving his Business Degree from Oswego State University of New York. As a managing partner at Pinnacle and with over twenty-five years of industry experience, Dan specializes in fixed-income investing and working with high-net-worth individuals. He is a Financial Industry Regulatory Authority (FINRA) General Securities Principal (Series 24), Municipal Securities Principal, and New York State Insurance licensed for Life, Accident and Health.
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