Broker Check

Our Team

Executives

Daniel Cotton is the Co-Founder and Managing Partner of Pinnacle Private Wealth. As Managing Partner, Dan also serves as Pinnacle Private Wealth’s OSJ Manager and Chief Compliance Officer for their Registered Investment Advisor....

Read more

Myles Dudley is the Co-Founder and Managing Partner of Pinnacle Private Wealth. Wealth Managers and clients have chosen to work with Myles because of his patience, vision, and leadership. What this means to those he serves, is that he...

Read more

Wealth Advisors

Michael Carlson, AIF® is a Registered Investment Advisor at Pinnacle Private Wealth. His focus is fee-based investment management services to individuals, endowments, and retirement plan sponsors. Michael provides retirement...

Read more

Joseph Siciliano is a Vice President/Wealth Manager at Pinnacle Private Wealth. His focus is independent financial planning to individuals, families and business owners. Joseph's specialties include retirement planning, investment...

Read more

Brian Dudley, CFP®

Vice President /Wealth Manager

781.995.0795

781.932.4226

Brian joined Pinnacle Private Wealth to help his clients pursue their financial goals throughout all stages of their lives. His passion for planning coupled with his ability to listen to and understand his clients' unique circumstances

Read more

Dick Dudley, Advisor, began his financial services career in 1973 at John Hancock, where he was a Sales Manager. Immediately prior to joining Pinnacle, Dick was Vice President of Investments at CCO Investment Services Corporation....

Read more

Alice McElhinney delivers a tailored client experience by drawing upon her diverse professional skills. Clients have chosen to work with Alice because of the innovation, empathy and patience she demonstrates in developing genuine...

Read more

Business Services

Kristen joined Pinnacle Private Wealth in February of 2012. Prior to joining Pinnacle Private Wealth Kristen was employed by Fidelity Investments for sixteen years in various client services, management and leadership roles. In one of...

Read more

Samantha Uvino is the Marketing Director at Pinnacle Private Wealth. She will play a key role in further developing the overall marketing strategy, social media presence, as well as event planning for the firm. Prior to joining...

Read more