Matthew Jacob Moves Wealth Management and Tax Strategies Business to Pinnacle and Joins Board
February 14, 2012
Pinnacle Investments, LLC is pleased to announce that that Matthew Jacob has joined the firm as a Managing Partner and will also serve on the Board of Directors for its parent company Pinnacle Holding Company, LLC.
The addition of Jacob to Pinnacle will allow the firm to launch its own tax planning business to be called Pinnacle Wealth Management and Tax Strategies, LLC which Jacob will oversee. "We are excited to have Matt join the Pinnacle Family of Companies" said Gregg Kidd, Chief Executive Officer of Pinnacle Holding Company, the parent firm. "Furthermore, his experience and enthusiasm will be a great addition to our management team".
With 28 years experience in the financial services industry, including investment money management, trust administration and strategic tax planning, Jacob knows an opportunity when he sees one. "I looked at a number of opportunities to expand my business, but once I fully understood the benefits Pinnacle could offer to my clients and me I quickly realized it was the perfect combination" said Jacob. "I’m looking forward to helping Pinnacle achieve its goal of becoming the elite regional firm".
"As a Financial Advisor, there are only a few opportunities that come to us in our lifetime where we have a chance to become extraordinary... The Pinnacle Vision for clients and advisors, is one of them. As a financial services professional and business owner, the Pinnacle business model, including the opportunity to be part of something bigger than us is something pretty special... It is what we live for!” said Jacob.
Pinnacle Holding Company, LLC is a Syracuse, New York based financial services firm and parent company of Pinnacle Investments, Pinnacle Capital Management and Confidential Planning.
Since 1995, Pinnacle Investments has grown to become one of the largest independent broker-dealers in Central New York. The firm provides a full range of services including financial planning, wealth management, traditional securities brokerage and employee sponsored retirement plans.
Pinnacle Capital Management is a money management firm catering to Institutions, Pension Funds and High Net-Worth Individuals.
Confidential Planning provides 403(b) retirement solutions to schools and not-for-profit organizations.
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