Marc E. Mingolelli, AIF

Director of Client Relations

Marc joined Pinnacle in 1998 and is a Partner and Director of Client Relations. In this role, Marc’s primary focus is establishing new relationships with advisors and clients. In addition, he consults with existing clients to help them find solutions for optimal business growth, including new business opportunities. He also assists clients with marketing and strategic planning. Marc’s clients include business owners and executives, as well as advisors focused on wealth management, law, tax and accounting.

In 2013, Marc was selected as one of the Boston Business Journal’s “40 Under 40” honorees*. Prior to serving as Director of Client Relations, Marc served as a fiduciary consultant to corporate clients, assisting them with investment monitoring, participant communication and education, fiduciary responsibility and plan administration. Prior to joining Pinnacle, Marc worked for a leading insurance provider of group health insurance plans and services.

Marc is involved in numerous civic and charitable organizations, including the Big Brothers Big Sisters of America, the Boston College Alumni Association and St. Sebastian’s Alumni Association. He is also an active participant in various trade organizations that enhance his understanding of client needs, including the Boston Estate Planning Council.

Marc graduated from Boston College Carroll School of Management with a B.A. in Marketing and Psychology, cum laude. He earned his Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies, and holds the Accredited Pension Representative (APR) designation. Marc lives in Needham, Massachusetts with his family. Aside from spending time with his family, Marc enjoys politics, scuba diving, racquetball, golf and following local sports teams.

 

*40 Under 40 nomination criteria: A panel of editors will choose honorees based on their influence on local business and industry. Contributions to the civic health of Greater Boston through volunteer work and other forms of philanthropy are also factored into the selection process. To help the panel of BBJ editors in their selection process, we urge those submitting nominations to be concise and to the point when referencing their nomination’s professional and civic accomplishments.