The Pinnacle Equity Solutions Team

We are very proud and pleased to offer our team’s biographies and background information for your review. Pinnacle’s core values of excellence and helping others is reflected not only in the education and backgrounds of our team, but also in the proactive manner in which we service our business owners and professional advisor Members of Pinnacle’s training and Certification organization. Pinnacle’s team believes that our business owners and Members should have their requests satisfied in a timely manner and that our company’s reputation is based, in part, in how well we execute on serving our valued clients and Members. We work on a daily basis, as a cohesive team, to assist those who need our assistance with the exit planning training and execution work.

John M. Leonetti, Esq., M.S. Finance, CM&AA, Certified Business Exit Consultant®

Managing Director

Pinnacle Equity Solutions was founded by John M. Leonetti who, for fifteen years, has served as a principal, a manager, a transactional advisor, a legal advisor and a financial advisor to privately held businesses, their owners, and their advisors. Over this time period John has noticed a lack of consistency in how Exit Strategy services are delivered to the entrepreneur. This inconsistency exists, even though succeeding a business is one of the most important and complex financial decisions that will be made in that business owner's lifetime. Proper planning and well timed exits can literally mean millions of dollars in additional Value and Wealth Preservation that is added to a business owner's net worth and legacy.

John brings to the Exit Strategies practice an extensive eduction to go with his hands-on work experience. He earned his Law Degree from Suffolk University and is a practicing attorney in the State of Massachusetts. Along with the Law Degree, John also completed a Masters Degree in Finance at Suffolk's Sawyer School of Management. John's undergradute work in Finance was completed at Providence College.

Academic achievements include teaching Retirement and Estate Planning courses at Suffolk University for those studying to earn the CFP® certification and a 'first of its kind' Private Capital Markets course being offered in the Spring of 2007. Private Capital Markets is a course for MBA Students, Entrepreneurial students, Business Owners and Advisors on Valuing, Financing and Transferring privately held businesses within the developing world of the Private Capital Markets. In the Fall of 2008 John released his book, Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors.

Originally from Brooklyn, New York, John currently resides in Canton, Massachusetts, with his wife, Christine, and their four children, Catherine, Elizabeth, Michael and Nicholas. He remains actively involved with his alma mater, having received its Outstanding Alumni Award in 2003 in recognition of his continuing dedication. John enjoys spending time with his family.

Interested in having John Leonetti speak to your group or organization about Exit Strategies?



Brianna Clifford

Director of Operations & Business Development

Brianna Clifford joins Pinnacle Equity Solutions working as the Director of Operations and Business Development specifically for the Membership and Certification programs. Prior to joining Pinnacle, Brianna worked for the past six years at Fidelity investments, a leading provider of investment management, retirement planning, portfolio guidance, and brokerage services. There she held various sales and retirement planning positions in their institutional and private wealth management groups, specializing in small business 401(k) distribution for plans between $1-10M as well as retirement readiness tools and services for individuals and their families.

 

Brianna received a Bachelor of Science degree in Business and Finance from the Carroll School of Management at Boston College in Chestnut Hill, Massachusetts where she captained the Women’s Varsity Soccer team.

 


Kim LaBreche

Senior Executive Assistant

 



Stephany Amador

Plan Writing and Member Support

 


Christine Leonetti

Office Manager

Christine is a graduate of Boston University and holds a Bachelor of Arts degree in Communications. Chris has twenty (20) years of experience with office management, having held leadership roles with Paul Revere Insurance, Unum, and Frenkle and Associates in New York City. Christine also worked as an independent contractor with her own consulting business while raising her four (4) children at home. Chris oversees the operation of Pinnacle’s business, assisting with both administrative items as well as with the human resource and business issues for Pinnacle’s day-to-day business.


 
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