Bradley W Small is the Founder, CEO and Chief Investment Officer of Solomon Private Wealth, LLC. He focuses on strategic advisory and wealth management services, offering a planning-based approach to serve families, individuals,...
Client Relationship Manager
Cheryl joined Pinnace Private Wealth in September of 2020 as a Client Relationship Manager. A native of upstate New York, she received a B.A. in Communications/Journalism from St. John Fisher College in Rochester. Relocating to Boston,...
Deb joined Solomon Private Wealth in February 2021 and former broker-dealer Pinnacle Private Wealth in November 2018 with more than 30 years experience in the financial services industry including various roles in financial analysis,...