For the Media

If you're a journalist looking for a quote, an expert interview, a story idea, or a backgrounder on the state of investment and wealth management, this page is for you.

At Pinnacle Advisory Group, we have a collection of industry-leading experts who are available for interviews with print, radio, television, and on-line media outlets. To schedule a call or appearance with a member of our staff, please email Brian Saint-Paul, or call him directly at 443.283.8680.

 

Ken Solow, CFP®, CLU, ChFC

Chief Investment Officer, Founding Partner

Areas of Expertise:

  • Investment Markets
  • Business Cycle Commentary
  • Portfolio Construction/Portfolio Management
  • Business Development
  • Public Speaking & Conference Presenting
  • Writing – Publication Contributor

See Ken’s Profile Page and Video Here →

In addition to serving as Pinnacle’s Chief Investment Officer, Ken literally wrote the book on Tactical Asset Allocation: Buy and Hold is Dead (Again): The Case for Active Portfolio Management in Dangerous Markets.

Debra C. Kriebel, MBA, CFP®

Wealth Manager, Partner

Areas of Expertise:

  • Education Planning
  • Retirement Planning
  • Social Security Planning
  • Safe-Withdrawal Rates
  • Long-term Care Planning
  • Personal Financial Planning

See Deb’s Profile Page and Video Here →

Rick Vollaro, CPA

Chief Investment Strategist, Partner

Areas of Expertise:

  • Investment Markets
  • Business Cycle Commentary
  • Equity Sector Rotation
  • Fixed  Income  Rotation
  • Exchange traded funds analysis
  • Portfolio Construction/Portfolio Management

See Rick’s Profile Page and Video Here →

Jake Mason, CFP®

Wealth Manager

Areas of Expertise:

  • Financial Planning (general)
  • Retirement Planning
  • Retirement Income Distribution Planning
  • Tax Planning
  • Roth Conversions
  • Financial Planning (Generation Y)

See Jake’s Profile Page and Video Here →