Pinnacle Investments Hires Brian Campbell to Establish "Broker's Broker"

Local investment professional joins New York-based investment advisor/broker dealer

Pinnacle Investments, LLC (Pinnacle), a New York based investment advisor/broker dealer firm registered with the SEC and FINRA, announced today that Brian Campbell has joined the firm as a Fixed Income Manager, Broker’s Broker.

Mr. Campbell will be building out the municipal securities Broker’s Broker unit for Pinnacle and is among several new employees in Massachusetts working to expand their presence in New England and nationally.  In making the announcement, Mark Hansen, Pinnacle’s President, stated, “All of us are excited about Brian joining the team as our company establishes a Broker’s Broker unit.  Our businesses and offices continue to grow in the Boston area as well as nationally and Brian brings to the firm a wealth of fixed income trading experience, both on the institutional side as well as in his current role of broker’s broker.”

Mr. Hansen added, “Brian is a proven leader who brings a tremendous amount of municipal securities knowledge to the firm, essential in supporting our growth in municipal securities.” Ryan York, Pinnacle’s CEO, commented, “Pinnacle continues to demonstrate its leadership in the financial services industry as it continues to expand throughout the Northeast.  The addition of Brian at our new Massachusetts location will expand Pinnacle’s product offering to its individual and institutional clients.”

Pinnacle continues to demonstrate its leadership in the financial services industry as it continues to expand throughout the Northeast. The addition of Brian at our new Massachusetts location will expand Pinnacle's product offering to its individual and institutional clients.

Ryan York


Brian Campbell, a native of Braintree MA, has over 35 years of experience in the municipal bond business.  His roles in the municipal business have ranged from liaison and senior trader to bond desk manager.  Previously with Merrill Lynch, Shearson Lehman Brothers and Fidelity Investments, he opened a division of RW Smith in Hingham MA, a municipal bond Broker’s Broker in 2009. He brings that experience with him in his role at Pinnacle Investments.  Mr. Campbell added, “I have known the management at Pinnacle for a long time and am very excited about joining the firm and building out the unit.”

About Pinnacle Investments, LLC

Pinnacle Investments, LLC is an investment-advisor/broker-dealer registered with the US Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority, Inc. (“FINRA”) and SIPC. Founded in 1995, Pinnacle Investments manages investment and brokerage accounts for individuals and institutions and has over $1.2 billion of client assets.  Pinnacle Investments is a member of the Pinnacle Family of Companies, a financial-services, insurance and human-resources enterprise.   In addition to its recently launched offices in Mansfield and Pembroke, MA, the Pinnacle Family of Companies maintains New York offices in Syracuse, Auburn, Fayetteville, Rochester, Buffalo and Albany, with additional offices in New Jersey, Florida and Pennsylvania.


Ryan York, CEO Pinnacle Investments, LLC
(315) 251-1101

Source: Pinnacle Investments, LLC

Categories: Business News, Finance, Financial News, Investments, Financial Securities, Personal and Family Finances

Tags: Boston, broker dealer, broker's broker, investment advisor, investment firm, investments, Mansfield, money management, municipal bonds, portfolio management, Syracuse

About Pinnacle

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The Pinnacle Family of Companies is a regional financial services, insurance and human resources enterprise. The PFC consists of Pinnacle Investments LLC, Confidential Planning, Pinnacle Solutions and Pinnacle Employee Services, LLC.

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