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Bob started his career in the financial services industry in 1980 after receiving his Bachelor’s degree from the Syracuse University School of Management in 1978. He went on to earn his Master’s of Business Administration (MBA) from Syracuse University in 1982. He has extensive knowledge and experience in research, portfolio management and trading of fixed-income securities. Bob has served in many capacities in his  40-year career in the financial services industry, most notably focusing on retail client investment management, and has been the portfolio manager of the Nysa Fund since February 1, 2013.



The NYSA Fund was founded in 1997. The fund's objective is to provide long-term capital growth. Nysa Fund is distributed by Pinnacle Investments.

Glass Buildings


507 Plum Street
Syracuse, NY 13204

(315) 251-1101


DISCLAIMER: Mutual funds are sold by prospectus. Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. Please read the prospectus carefully before investing. 

Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Pinnacle Advisors is the investment advisor for the NYSA fund. The NYSA Fund is distributed by Pinnacle Investments, LLC., Member FINRA/SIPC. Pinnacle Advisors may receive fees and other remuneration from mutual fund or their affiliates for the recordkeeping, shareholder services, and other administrative services that Pinnacle Advisors provides to shareholders of such funds (shareholder services). These services include, among other things, transaction processing, settlement of trades, dividend distribution, record maintenance, and distribution of statements, confirmations, prospectuses and other regulatory shareholder documents.


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