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.
Wealth Managers and clients have chosen to work with Dan because of his integrity, wisdom and leadership. What this means to those he serves, is that he shows a genuine interest in helping individuals comprehend, evaluate and implement financial solutions.
As the Managing Partner of Pinnacle Private Wealth, Dan encompasses an integral role to both his clients and Pinnacle. The real benefit of working with Dan is the confidence, comfort and clarity he strives to provides his clients and team so they can focus on what matters most.
Prior to opening the Pinnacle doors in 2009, Dan 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 currently resides in Melose with his wife, Joanne, and their two children. In his free time, he enjoys athletic events, golfing, hosting and volunteering for various charitable organizations and spending quality time with his family.
Dan is honored to have been named a 2012 and 2013 Five Star Wealth Manager as seen in Boston Magazine. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 and 2013 Five Star Wealth Managers.