Hillary Bender

Senior Operations Specialist

Hillary joined Pinnacle as the Administrative Assistant in February 2015 and was promoted to Operations Specialist in July. A graduate of the University of Maryland, College Park, she has over 10 years of experience in customer service and previously worked at Pinnacle for two years before leaving to start a family. She lives with her…

Steven Ramina

Senior Operations Specialist

Steven joined Pinnacle Advisory Group as an Operations Specialist in 2015. He decided to join the Pinnacle team when his interest in personal finance convinced him to leave Morgan Stanley. Steven now serves Pinnacle Advisor Solutions (PAS) as a Senior Operations Specialist. His responsibilities range from day-to-day account servicing to developing efficient processes, and leveraging…

Senior Operations Specialist

Karima Escalona joined Pinnacle as an Operations Specialist in April 2013. She received her undergraduate degree from Baruch College majoring in Operations Management, and in 2010 earned an MBA in Finance from Walden University. Karima has over 10 years of experience in back office operations and currently provides operational support for both Pinnacle Advisor Solutions and…

Kristen Tucker

Director of Client Relations

Kristin came to Pinnacle Advisory Group in July 2006 with more than six years of experience in client services, and a background in banking. She has a bachelor’s degree in Psychology from Salisbury University and received her CFP® in 2011. Kristin now serves as the Director of Client Relations.

Chief Investment Strategist

Sean Dillon graduated with honors from Neumann College with a bachelor’s degree in Marketing. After graduating, he worked in sales for a major financial institution, where he obtained his Series 7 and 66 certifications. He joined Pinnacle Advisory Group in October 2005 as the company’s Portfolio Trader, handling daily trading of client portfolios and performance…

Communications Advisor

Brian Saint-Paul joined Pinnacle in 2011. He received his bachelor’s degree in Philosophy and master’s degree in Religious Studies from the Catholic University of America. In the time since, he has been a high school teacher, a missionary, the associate director of a health research institute, and was for ten years the editor-in-chief of an…

Director of Quantitative Research

Sauro joined Pinnacle full-time in January 2011 after completing an internship with the firm over the previous summer. He holds a bachelor’s degree in Business Administration and a master’s degree in Finance from Bocconi University, in Italy. As Pinnacle’s Director of Quantitative Research, Sauro is primarily responsible for the management and development of Pinnacle’s in-house…

Accountant

Eric Gillentine joined Pinnacle’s Finance and Accounting team in 2018. He has a Bachelor of Science degree in Accounting along with a minor in Business Administration from North Greenville University. Post graduation, he gained professional experience in the hotel and insurance industries. Originally from Ohio, Eric now resides in Maryland.  In his spare time he is…

Fixed Income Analyst

Dan joined Pinnacle in 2015 as a trader for the Investment Team and was promoted to Fixed Income Analyst in 2018. He graduated from James Madison University, earning a BBA with a major in Finance. After graduating, he worked in equity fund accounting at T. Rowe Price and Bank of New York Mellon. Dan is a…

Senior Trader

Joe Zimmermann graduated from the University of New Mexico with a bachelor’s degree in Business Administration in 2005. Shortly thereafter, he accepted a sales position for a global financial services firm in Albuquerque, where he obtained his Series 7 and 66 licenses. Two years later, Joe moved to Maryland to take a position in operations…