Steven Ramina, CFP® ChFC®
Operations Manager

Steven joined Pinnacle Advisor Solutions in June 2015 as a Client Relationship Specialist. Steven has been an integral member of the Client Relationship Group and was promoted to Operations Manager in October, 2020.  He oversees the day to day management of the PAS team as well as manages the business line data and other project management.

Prior to joining Pinnacle, he worked at Morgan Stanley within the Listed Derivative operations for two years where he was responsible for account services for institutional clients in addition to handling legal documentation and commission schedules.

Steven graduated from Goucher College with a degree in Economics.