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  Our Team
The Pinnacle Equity Solutions Team

We focus on forming strong relationships that enhance our ability to meet our clients' long-term goals. Through our unique discipline and experience, we can help you realize the financial rewards you've worked a lifetime to attain.

Our biographies are proudly listed below:

leonetti

John M. Leonetti, Esq., M.S. Finance, CM&AA
Managing Director


Pinnacle Equity Solutions was founded by John M. Leonetti who, for fifteen years, has served as a principal, a manager, a transactional advisor, a legal advisor and a financial advisor to privately held businesses, their owners, and their advisors. Over this time period John has noticed a lack of consistency in how Exit Strategy services are delivered to the entrepreneur. This inconsistency exists, even though succeeding a business is one of the most important and complex financial decisions that will be made in that business owner's lifetime. Proper planning and well timed exits can literally mean millions of dollars in additional Value and Wealth Preservation that is added to a business owner's net worth and legacy.

John brings to the Exit Strategies practice an extensive eduction to go with his hands-on work experience. He earned his Law Degree from Suffolk University and is a practicing attorney in the State of Massachusetts. Along with the Law Degree, John also completed a Masters Degree in Finance at Suffolk's Sawyer School of Management. John's undergradute work in Finance was completed at Providence College.

Academic achievements include teaching Retirement and Estate Planning courses at Suffolk University for those studying to earn the CFP® certification and a 'first of its kind' Private Capital Markets course being offered in the Spring of 2007. Private Capital Markets is a course for MBA Students, Entrepreneurial students, Business Owners and Advisors on Valuing, Financing and Transferring privately held businesses within the developing world of the Private Capital Markets. In the Fall of 2007 John will be releasing his book, 'The ART of Exiting Your Business'.

Originally from Brooklyn, New York, John currently resides in Canton, Massachusetts, with his wife, Christine, and their three children, Catherine, Elizabeth and Michael. He remains actively involved with his alma mater, having received its Outstanding Alumni Award in 2003 in recognition of his continuing dedication. John enjoys spending time with his family.

Khaksari

Shariar Khaksari, PhD, CFA, MBA
Principal


Shariar is currently the Associate Dean/Dean of International Programs and Professor of Finance at Suffolk University. His areas of expertise include International Finance, Asset Valuation, Fixed Income Management and Portfolio Management.

Dr. Khaksari (Shariar) has developed and instructed executive training programs for a number of Fortune 500 companies such as Goldman Sachs, Morgan Stanley, Salomon Brothers, State Street Bank, Gillette and Peirson Companies. He has been a consultant to Kraft Industries, Liberty Mutual and Smith Barney, where he designed a performance evaluation system.

In 1991, Dr. Khaksari established Transglobal Management Group - a company providing executive training to international business leaders.As CEO of Transglobal, Dr. Khaksari assisted in the development of strategic planning initiative for Zapiscombank, one of the top twenty banking institutions in Russia.

Dr. Khaksari is a Senior Stategic Advisor to Kaplan Education Centers, a subsidiary of the Washington Post, and founder of the American Institute of Advanced Finance (AIAF)and a Boston-based CFA review program that was acquired by the Kaplan/Washington Post.

Dr. Khaksari has co-authored two books in Finance, New Directions in Finance (1994) and Managerial Finance in the Corporate Economy (1994). He is Associative Editor of the International Journal of Finance and a member of the Editorial Review Board of the Review of Business.