Anthony Charles Dionisio, Jr.

Financial Analyst/Equity Trader

Charlie Dionisio is a Registered Investment Advisor who started his career with Pinnacle in March 2026. He is responsible for maintaining the firm’s portfolio management software program, supporting the equity and fixed income trading, and exploring new opportunities for the firm to implement technology solutions.

Mr. Dionisio received a B.B.A. in Finance from the University of Oklahoma in 2025.

Our Team of Experts

  • David Poarch

    Managing Partner

    David Poarch is a Registered Investment Advisor and Managing Partner.

    Read Bio

  • Brett Kramer, CFA

    Managing Partner

    Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.

    Read Bio

  • Joel Kantor

    Partner, Financial Planner

    Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee.

    Read Bio

  • Aimee Boyer, J.D., CFP

    Partner, Financial Planner/Portfolio Manager

    Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.

    Read Bio

  • Robert Moore

    Financial Analyst/Trader

    Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry.

    Read Bio