About Us

Daniel J. Cotton

Managing Partner

Daniel Cotton, Co-Founder and Managing Partner at Pinnacle Private Wealth, created the firm in 2009 but has been in the investment management business since 1989. Read More…

Myles Dudley

Managing Partner

Myles Dudley, Co-Founder and Managing Partner at Pinnacle Private Wealth, began his financial services career at Fleet Bank prior to its acquisition to Bank of America. Read More…

Paul S. McNulty, CFP®

Wealth Advisor

Paul McNulty has over 20 years experience in the financial services industry. Prior to joining Pinnacle Private Wealth, Paul was Vice President/Financial Consultant for Citizens Investment Services, Vice President/Financial Advisor for Banc of America Investment Services and a Financial Consultant for Smith Barney. Read More…

Matthew Delaney

Wealth Advisor

Matt Delaney became a Financial Advisor with Pinnacle Private Wealth in January 2011. Prior to working at Pinnacle Private Wealth, Matthew worked at First Investors Corporation as a Senior Financial Services Representative. Read More…

James Lister

Wealth Advisor

Born and raised in Medford, Jim has been a lifelong resident of the Boston area. He graduated from Merrimack College’s Girard School of Business and International Commerce with a BS in Finance in 2008. Jim has been with Pinnacle Private Wealth since January 2011. Read More…

Erick DeCastro

Wealth Advisor

Erick DeCastro joined Pinnacle Private Wealth in January of 2011. Prior to joining Pinnacle Private Wealth, Erick was employed at First Investors Corporation for 8 years as a Senior Financial Services Representative. Erick currently holds his series 6, 7, 63, 66 as well as his life insurance licenses with LPL Financial. Read More…