Broker Check

Pinnacle Team

Daniel J. Cotton

Managing Partner

781.932.1044

781.932.4226

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....

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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...

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Wealth Advisors

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...

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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

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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....

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Hugh takes a holistic approach to financial planning that starts with listening to his clients and building an objective financial plan based on their specific goals. Hugh specializes in multi-generational family wealth, business and...

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Joseph Siciliano, CFP®

Vice President/Wealth Manager

781.932.4855 x217

781.932.4226

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...

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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...

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Samuel is committed to working closely with individuals, families and businesses to develop and foster financial strategies tailored to each client’s financial objective. His investment philosophy begins with his client’s...

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Business Services

Kristen Shutt

Head of Operations

781.932.4855 x207

781.932.4226

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...

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Anthony Finocchiaro

Operations Assistant

781.996.2899

781.932.4226

Pinnacle Affilliated Advisors

Thomas Alessi

President Boston Platinum Management

617.855.9971

617.500.7542

Boston Platinum Management