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Samuel  Kiefer, AIFA ®

Samuel Kiefer, AIFA ®

Senior Vice President

Sam navigates his clients toward financial success using a consultative, customizable, and inclusive approach. The world’s finest research, investment management platforms, and financial planning tools are central to the fiduciary process for every one of Sam’s private and institutional clients. Prior to his 2018 appointment as Senior Vice President at Pinnacle Private Wealth, LLC, Sam’s Wall Street career has included successful stops as a partner at a New England based RIA, UBS, and Morgan Stanley, and was one of the first professionals in the New England region to earn the Accredited Investment Fiduciary Analyst® certification. “We protect and empower our clients by maintaining superior fiduciary standards of care, ongoing education, and transparency, all of which our clients appreciate.” Sam and his wife, Karen, and their four children live in Wayland, MA.