Pinnacle Holding Company, LLC is pleased to announce that Jeffrey S. Blitz has joined the firm in a dual role.

    June 03, 2015

     

    Syracuse, NY - With over 25 years experience in insurance and financial services, Jeff will serve as Regional Sales Director, marketing the Pinnacle Capital Management suite of products to financial advisors throughout New York State. Additionally, Jeff will be working with individuals, families and businesses as a Financial Advisor for Pinnacle Investments. Both Pinnacle Capital Management and Pinnacle Investments are part of The Pinnacle Family of Companies, based in Syracuse, New York. Jeff is a Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), State Securities Agent (Series 63) & Registered Investment Advisor Representative (Series 65) and is New York State Insurance licensed for Life, Accident & Health and Variable Annuities.

     

    Shortly after graduating from Bentley University, Jeff started working with a boutique investment firm on Wall Street. For the next 8 years, he worked as a registered representative with individuals and families on achieving their investment goals while at both regional & global investment firms in Los Angeles, CA and New York, NY. In 1999, Jeff became a Regional Vice President with a Fortune 500 life insurance company which brought him to Upstate New York. In this role, he used a consultative sales approach to help advisors meet their clients' retirement investment needs and grow their own practices. He was recognized with numerous awards during his 12 years in this position.

     

    Jeff's community involvement consists of countless hours of volunteering his time coaching hundreds of kids in youth basketball, Little League baseball and Pop Warner football. Along with sports, Jeff's interests are travel and family. He resides in Fayetteville, NY with his wife and three sons.

     

    Recently Pinnacle was noted for its remarkable growth by CNY Business Journal, while also earning the award of "Best Place to Work in CNY" in 2014 for the second straight year.

     

    Pinnacle is a diversified financial services company with businesses in brokerage, money management and insurance, and assets under management in excess of $1 billion.

     

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