Wealth Advisory Team
Daniel J. Cotton
2012 Five Star Wealth Manager
About Us » Wealth Advisory Team » Daniel J. Cotton
Daniel J. Cotton
2012 Five Star Wealth Manager
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. He has gained valuable experience working in the wealth management division as a Vice President of Fleet Bank, Bank of America and Smith Barney. He also was the Registered Principle at Ipswich Savings Bank where he was responsible for running all phases of their investment management department.
Dan focuses his efforts on practice management, mentoring of advisors and staying abreast of new investment opportunities and platforms for clients of the firm.
Dan resides in Melrose with his wife Joanne and their two kids. His passion for life includes golf, family and attending all sporting events for his children. Dan is honored to receive the designation of Five Star Wealth Manger by his clients and industry peers. Five Star award based on client responses to surveys regarding the advisor's customer service, integrity and expertise among other criteria.
email: dcotton@pinnacleprivatewealth.com
Phone: (781) 932-4855 x201