Articles tagged "Pete McGratty"
An ex-Lehman exec with a 2008 crash sideline seat becomes Mr. Inside for the TAMP, roll-up and RIA where Michael Kitces is Mr. Outside
Pinnacle has hit $1.3 billion of AUM and is pushing forward aggressively with hires, strategic plans and offering 'office hours' with the planning research head dubbed 'stump the Kitces'
July 10, 2014 at 5:22 AM
Michael Kitces becomes partner at Pinnacle, ambassador for its new TAMP-like service
Pinnacle Advisor Solutions will provide outsourcing options as an arm of the wealth management firm