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Pinnacle Investment Team

This is the Pinnacle Investment Committee. They are responsible for the research direction and management of Pinnacle’s investment portfolios, as well as the philosophy, tactics and trading strategy. Their work includes top-down macro-economic research, domestic equity sector analysis, market capitalization strategy, and portfolio risk management.

Ken Solow, CFP®, CLU, ChFC

Chief Investment Officer

Kenneth R. Solow, CFP®, CLU, ChFC is a founding partner and Chief Investment Officer with Pinnacle Advisory Group, Inc., a Registered Investment Advisor providing Private Wealth Management services to more than 700 families around the world. He is responsible for the direction and management of Pinnacle’s investment analysts, as well as the philosophy, tactics, and trading strategy for over a billion dollars in assets. Solow is nationally known for his views on active portfolio management, and his 2009 book, “Buy and Hold is Dead (Again)” is considered the definitive work on Tactical Asset Allocation. Solow is a popular speaker and writer and has been published in The Journal of Financial Planning, Smart Money, Financial Planning Magazine, The Baltimore Sun, and the Wall Street Transcript.

Carl Noble, CFA®

Senior Investment Analyst

Carl joined Pinnacle in 2001 after graduating with honors with a Bachelor of Science degree in Finance from the University of Maryland. In his role as Senior Investment Analyst, he is involved in a variety of different research and analysis efforts, ranging from broad macro-economic topics to individual security selection issues, across different asset classes and markets. He helped develop Pinnacle’s Tactical Asset Allocation investment strategy from its beginnings in 2002, and remains actively involved in its ongoing execution. He is an integral part of Pinnacle’s Investment Team, which handles the day-to-day portfolio management activities. Carl is a CFA® charterholder.

Sean Dillon, CMT, CFTe®

Technical Analyst

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. In this role, his primary responsibilities include daily trading of client portfolios and performance management. He also serves on Pinnacle’s Investment Committee, which is responsible for making asset allocation and security selection decisions, and has become the firm’s Technical Analyst, analyzing and reporting technical conditions to the Investment Team. Sean is a Chartered Market Technician (CMT).

Sauro Locatelli, CFA®, FRM™

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 Quantitative Analyst, Sauro is primarily responsible for the management and development of Pinnacle’s in-house quantitative research models, which support the firm’s investment decisions. In addition, Sauro is an integral part of Pinnacle’s Investment Team, which is responsible for the firm’s asset allocation and security selection decisions. Sauro is a CFA® charterholder and a certified Financial Risk Manager.

Dan Mento, CFA®

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 CFA® charterholder. He currently lives in Ellicott City and enjoys playing golf in his spare time.

Joe Zimmermann

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 for the same company’s institutional trading arm. In 2013, he joined Pinnacle as their in-house trader. Joe is now the Senior Trader at Pinnacle.