Bob Cuculich
President at Pinnacle Advisors LLC
Profile
Mr. Robert F.
Cuculich is a President at Pinnacle Advisors LLC, a Senior Fixed Income Analyst at Pinnacle Capital Management LLC and a Treasurer & Director at Central New York Regional Transportation Authority, Inc. He is also a member of Pinnacle Advisors LLC, the Fund’s investment adviser and Pinnacle Investments, LLC, the Fund’s principal underwriter (Distributor), has served as the Portfolio Manager of the Fund since February 1, 2013.
He is solely and primarily responsible for the day-to-day management of the Fund’s portfolio.
In connection with his duties as Portfolio Manager, he is responsible for analyzing which securities are eligible for purchase by the Fund and making decisions to purchase and/or sell portfolio securities in accordance with the Fund’s investment objective and policies.
Although he had managed client accounts on a non-discretionary basis for over three decades, he had no previous experience managing investment company portfolios prior to his appointment as Portfolio Manager in 2013.
He allocates his time among his portfolio management responsibilities and his responsibilities to retail clients.
He received his undergraduate degree from Syracuse University and an MBA from Syracuse University.
Bob Cuculich active positions
| Companies | Position | Start |
|---|---|---|
Pinnacle Advisors LLC
 Pinnacle Advisors LLC Investment ManagersFinance Pinnacle Advisors LLC (Pinnacle) is a registered investment advisor and mutual fund manager headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Daniel Raite in 1995. Pinnacle serves as the investment advisor for the NYSA fund. | President | 2015-12-31 |
Pinnacle Capital Management LLC
 Pinnacle Capital Management LLC Investment ManagersFinance Pinnacle Capital Management LLC (PCM) is a SEC-registered investment advisor headquartered in East Syracuse, New York. The firm was founded by Stephen (Steve) Fauer in 2006 and is owned by Pinnacle Holding Co. LLC, a subsidiary of Fkapi, Inc. PCM actively creates and manages investment portfolios on a discretionary basis for individual and institutional investors. Additionally, the firm serves as an investment manager to two funds – a mutual fund and a private fund. | Analyst-Fixed Income | 2007-12-31 |
Central New York Regional Transportation Authority, Inc.
 Central New York Regional Transportation Authority, Inc. Other TransportationTransportation Central New York Regional Transportation Authority, Inc. provides public transportation services. The firm’s services include schedules, bus tracker, alerts, trip planner and specialized transit. The company was founded in 1970 and is headquartered in Syracuse, NY. | Director/Board Member | - |
Pinnacle Holding Co. LLC
 Pinnacle Holding Co. LLC Investment ManagersFinance Pinnacle Holding Co. LLC provides financial services. It operates through its subsidiaries: Pinnacle Investments, Pinnacle Capital Management, Pinnacle Solutions, Confidential Planning, and Pinnacle Employee Services. The company is headquartered in Syracuse. | Director/Board Member | - |
Former positions of Bob Cuculich
| Companies | Position | End |
|---|---|---|
WCNY
 WCNY BroadcastingConsumer Services WCNY operates public broadcasting station. It offers Create, World and Plus channels with PBS programs like sesame street, masterpiece, and frontline. The company was founded in 1965 and is headquartered in Syracuse, NY. | Corporate Officer/Principal | - |
Training of Bob Cuculich
| Syracuse University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Pinnacle Advisors LLC
Pinnacle Advisors LLC Investment ManagersFinance Pinnacle Advisors LLC (Pinnacle) is a registered investment advisor and mutual fund manager headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Daniel Raite in 1995. Pinnacle serves as the investment advisor for the NYSA fund. | Finance |
Pinnacle Capital Management LLC
Pinnacle Capital Management LLC Investment ManagersFinance Pinnacle Capital Management LLC (PCM) is a SEC-registered investment advisor headquartered in East Syracuse, New York. The firm was founded by Stephen (Steve) Fauer in 2006 and is owned by Pinnacle Holding Co. LLC, a subsidiary of Fkapi, Inc. PCM actively creates and manages investment portfolios on a discretionary basis for individual and institutional investors. Additionally, the firm serves as an investment manager to two funds – a mutual fund and a private fund. | Finance |
WCNY
WCNY BroadcastingConsumer Services WCNY operates public broadcasting station. It offers Create, World and Plus channels with PBS programs like sesame street, masterpiece, and frontline. The company was founded in 1965 and is headquartered in Syracuse, NY. | Consumer Services |
Central New York Regional Transportation Authority, Inc.
Central New York Regional Transportation Authority, Inc. Other TransportationTransportation Central New York Regional Transportation Authority, Inc. provides public transportation services. The firm’s services include schedules, bus tracker, alerts, trip planner and specialized transit. The company was founded in 1970 and is headquartered in Syracuse, NY. | Transportation |
Pinnacle Holding Co. LLC
Pinnacle Holding Co. LLC Investment ManagersFinance Pinnacle Holding Co. LLC provides financial services. It operates through its subsidiaries: Pinnacle Investments, Pinnacle Capital Management, Pinnacle Solutions, Confidential Planning, and Pinnacle Employee Services. The company is headquartered in Syracuse. | Finance |
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