Ryan W. York named CEO of Confidential Planning I, LLC.

August 08, 2014


Syracuse, NY – Pinnacle Holding Company, LLC. is pleased to announce that Ryan W. York has been named Chief Executive Officer of Confidential Planning I, LLC. With over 30 years experience as a full service organization, Confidential Planning now focuses on the unique financial needs of educators and employees of school systems, universities, hospitals, and non-profit organizations.


“I’m excited to be a part of Pinnacle’s continued success.” said York. “I believe we offer a unique service to schools and other not-for-profits that provide them with more options than currently available in the marketplace.”


“We are excited to have Ryan step into the role of CEO of a business growing in value to our enterprise.” said Gregg Kidd, CEO of Pinnacle Holding Company. Kidd went on to say, “Ryan’s work ethic and character will certainly continue the success of the SmartChoice program. The 403(b) market is in need of a program like SmartChoice, designed to benefit schools, teachers, and taxpayers”.  


York joined Pinnacle Investments, LLC. in 2011 after starting his career with a global investment firm. He is a graduate of the Whitman School of Management at Syracuse University. In addition, York is a Certified Financial Divorce Specialist, Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), State Securities Agent & Registered Investment Advisor Representative (Series 66), and NYS Insurance Licensed for Life, Accident and Health.


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 Holding Company, LLC, is a Syracuse, New York based financial services firm with businesses in brokerage, money management, employer-sponsored retirement plans, insurance, and assets under management in excess of $1 billion.  Visit www.pinnacle-LLC.com for more information.


See All News