| Name | Title | Contact Details |
|---|---|---|
Stephen Zich |
SVP/Chief Marketing Officer | Profile |
Established in 1994, Kaufman Rossin Fund Services (KRFS) is an independent full-service provider of specialized administration services to the global financial community.
LogixHealth is a Bedford, MA-based company in the Financial Services sector.
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Insight Wealth Strategies is a San Ramon, CA-based company in the Financial Services sector.
1St Valley Credit Union is a San Bernardino, CA-based company in the Financial Services sector.