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Pinnacle Private Wealth announces addition of industry veteran Dick Dudley as Advisor; Waltham resident joins fast-growing wealth management firm
WOBURN and WALTHAM, MA, ISSUED MAY 6, 2014…Pinnacle Private Wealth (www.pinnacleprivatewealth.com), a firm providing customized wealth strategies for businesses and individuals, with offices in Woburn and Leominster, MA, today announced that Waltham resident and industry veteran Richard Dudley has joined the firm as an Advisor.
Dudley joins the team at a time of growth for the company, which just completed an acquisition/merger with Wachusett Wealth Management of Leominster, MA, and also opened a new office in Leominster. As a result of this merger, two members of the former Wachusett Wealth Management team have joined Pinnacle Private Wealth.
Dudley, who brings four decades’ experience to his new role with Pinnacle, is a graduate of Boston University with a B.S. in Business Administration. His first post-college career in the financial services industry was with John Hancock, where he was a Sales Manager. During his tenure there, he was the recipient of 16 individual Regional Honors Club Awards. His resume also includes experience with Sovereign Investment Services as Vice President of Investments, and Fleet Bank and Bank of America as Financial Consultant. Immediately prior to joining Pinnacle, he was Vice President of Investments at CCO Investment Services Corporation.
The Cambridge, MA native now lives in Waltham with his wife Linda. One of his passions is coaching, and he dedicated many hours on the field and assisting in other ways. He served as a member of the Board of Directors of the Waltham Youth Hockey, and as the organization’s Treasurer. He was a head coach for a number of the teams, including hockey and youth baseball. He was also a Little League Coach for the Waltham-based Warrendale Little League. One of his great joys in coaching, he said, was the opportunity to coach his two sons. One of them, Myles Dudley, is a Managing Partner at Pinnacle Private Wealth.
Dan Cotton, also a Managing Partner, said, “Both Myles and I are delighted to welcome Dick to our Pinnacle Private Wealth team. He is a first-rate, well-respected leader in our industry, and we know that he brings a great deal to the table. We look forward to working with him as our firm continues to grow.”
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 firstname.lastname@example.org 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.