Pinnacle Private Wealth names Michael Viti as Managing Partner

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Pinnacle Private Wealth names Michael Viti of Dedham Managing Partner at Pinnacle Private Wealth; will lead company’s Needham/MetroWest expansion

WOBURN, NEEDHAM and DEDHAM, MA, ISSUED OCTOBER 1, 2015...Pinnacle Private Wealth (www.pinnacleprivatewealth.com), a firm providing customized wealth strategies for businesses and individuals, has named Michael Viti of Dedham, MA to the position of Managing Partner in the fast-growing firm.

In this role, Viti will lead the company’s expansion into the MetroWest region of Boston; he will manage Pinnacle Private Wealth’s newest location at 144 Gould Street, Needham. The opening of the Needham office marks the third location for the firm, founded in 2009 by Daniel Cotton of Melrose and Myles Dudley of North Reading and which was recently named, for the second consecutive year, to the Boston Business Journal’s “Pacesetters” list, as one of the region’s fastest-growing businesses.

Viti brings more than 25 years’ industry experience to his new role. Most recently, he was a Vice President at Citizens Investment Services, where he worked with high net worth individuals at the Bank. He worked in a variety of locations for Citizens, mostly in their Needham location. During his time there, he qualified annually for their Chairman’s Club, recognizing the top 5% of the company’s performers.

Prior to his work with Citizens, he was an independent financial planner with the Waltham-based Bay Financial Associates, for ten years. He spent fifteen years with Citizens prior to joining Pinnacle Private Wealth.

Viti, who has been a Chartered Financial Consultant since 1999, earned his undergraduate degree at the State University of New York at Fredonia. He resides in Dedham, MA with his wife Tanya and their three daughters. During his free time he enjoys golf, hockey, softball and spending time with his family.

Daniel Cotton, Managing Partner and co-founder of Pinnacle Private Wealth, said, “We welcome Mike to our Pinnacle family. His significant industry experience and knowledge will be of great value to us as we expand into the Needham area. He is a highly-regarded and respected member of the financial community and we all look forward to doing some great work together.”

About Pinnacle Private Wealth

Pinnacle Private Wealth was founded in 2009 by Managing Partners Myles Dudley and Daniel Cotton, each bringing extensive backgrounds in wealth and investment management to their new company. The firm’s philosophy can be seen in their slogan, “Invest with Purpose.” Their menu of services includes wealth management, investment management, retirement portfolio review and planning, estate planning, risk management and more. Since its inception, Pinnacle Private Wealth has grown from a two-person firm to a team of 12 people with two locations, to serve the needs of individuals and businesses. To learn more about the offerings of Pinnacle Private Wealth, please contact Kristen Shutt, Operations Manager, at (781) 932-4855 or email info@pinnacleprivatewealth.com to set up a free consultation. Interested individuals can also learn more about the firm by visiting www.pinnacleprivatewealth.com. Pinnacle Private Wealth maintains headquarters at 100 Trade Center, Suite 600, Woburn, MA 01801 as well as an office in Leominster, MA.