Pinnacle Portfolio Advisors

Bert Ellis is a financial advisor at Pinnacle Portfolio Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Outside of his advisory work, he serves as an advisory board member for the Boise Public Schools Foundation. Pinnacle Portfolio Advisors is an SEC-registered investment adviser managing discretionary portfolios for individual and high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a written investment policy for each client and generally follows Modern Portfolio Theory, utilizing asset allocation, rebalancing, and a combination of mutual funds, ETFs, individual securities, and REITs.

Amanda Rasberry is a financial advisor at Pinnacle Portfolio Advisors with six years of industry experience. She holds a Series 65 license and has worked at Pinnacle Portfolio Advisors and its related entities since 2017, including a prior role at IntegraFlex from 2012 to 2017. Pinnacle Portfolio Advisors is an SEC-registered investment adviser that manages approximately $171.3 million on a discretionary basis for individual and high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a written investment policy for each client, generally follows Modern Portfolio Theory, and uses both fundamental and technical analysis in portfolio management.

Carolyn Parkinson is a Series 65-licensed financial advisor at Pinnacle Portfolio Advisors with one year of industry experience. Prior to joining Pinnacle Portfolio Advisors, she was involved with Twisted Ewe LLC for 14 years. She also serves as finance chair and board member for S-Sixteen LLC, a family-owned investment-related company. Pinnacle Portfolio Advisors is an SEC-registered investment adviser managing discretionary portfolios for individual, high-net-worth, pension, charitable, and corporate clients. The firm follows Modern Portfolio Theory through written investment policies, asset allocation, and periodic rebalancing using mutual funds, ETFs, individual securities, and REITs.