Benjamin R. Quilty, MBA, CFP®

Chief Executive Officer

As Chief Executive Officer (CEO), and a practicing financial advisor, Ben has seventeen years of experience in the wealth management industry at both a large wirehouse and our independent, boutique investment firm Pinnacle Investments. His client’s financial well-being drives him every day and this passion translates to his role as CEO. Ben, and Pinnacle Investments, are an advocate for true independence which allows advisors to run their practice their way and to have input towards ideas in company decision-making. He prides himself on making a positive difference in the financial community and allowing financial advisors to create their own vision of success.

Ben earned a Bachelor of Science in Business Economics from the State University of New York (SUNY), College at Oneonta and a Master of Business Administration (MBA), with a concentration in Financial Management, from Pace University. He achieved his CFP® designation through the NYU School of Professional Studies – Certified Financial Planner™ Program.

Check the background of this investment professional on FINRA’s BrokerCheck.