Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm. Whether for an individual and their family directly, or for an institutional organization servicing their constituents, we seek to grow and safeguard wealth. Unlike many advisors, Pinnacle manages investments in-house using our experienced team of professionals and we do not outsource the investment-decision making process to other managers. We believe this strategy gives us the ability to select the best investment options for our clients. We provide comprehensive, thoughtful advice customized to the specific needs and objectives of our clients.  Please see important disclosure information at https://www.pinnacle-associates.com/disclaimer.

Investment Management

Pinnacle Associates, Ltd.

Scott Brown

Paul Lagermasini

Timothy J. Piacentini

Harold Stein

Joseph Shea

The Leadership Team at Pinnacle Associates, Ltd. is responsible for steering the company towards its strategic goals by leveraging their extensive expertise in investment management, operations, finance, compliance, and information technology. This team ensures that the firm delivers exceptional investment advisory services by overseeing portfolio management, optimizing business systems, ensuring regulatory compliance, and maintaining robust client relationships. Their collective experience and leadership maintain Pinnacle's standard of personalized, in-house investment decision-making to grow and safeguard client wealth.

Leadership Team

The Portfolio Management Team at Pinnacle Associates, Ltd. is responsible for actively managing client investment portfolios. This involves conducting in-depth market analysis, selecting appropriate investment options, and continuously monitoring and adjusting asset allocations to align with the specific needs and objectives of each client. The team aims to optimize investment performance while mitigating risks, ensuring that both individual and institutional clients achieve their financial goals.

Portfolio Management Team

The Accounting and Finance Team at Pinnacle Associates, Ltd. is responsible for managing the firm's financial operations, including investment performance analysis, partnership accounting, and regulatory compliance. This team ensures accurate financial reporting, develops and implements financial strategies, and supports the firm’s investment decisions to serve the best interests of both individual and institutional clients.

Accounting and Finance Team

The Portfolio Administration Team at Pinnacle Associates, Ltd. is responsible for managing and overseeing client investment portfolios. This includes ensuring accurate portfolio allocation, executing trades, maintaining detailed records, and providing operational support to optimize portfolio performance. The team also collaborates with clients to tailor investment strategies to meet their specific financial goals and risk tolerance.

Portfolio Administration Team

The Information Technology team at Pinnacle Associates, Ltd. is responsible for developing, maintaining, and optimizing the firm's technological infrastructure. This includes ensuring the security and efficiency of investment management systems, supporting daily operations through robust IT solutions, and implementing innovative technologies to enhance decision-making processes and client services. The team also provides technical support to staff and ensures compliance with industry standards.


Information Technology

The Client Services Team at Pinnacle Associates, Ltd. is dedicated to delivering exceptional support and personalized service to our clients. This team ensures smooth communication and fosters strong relationships between clients and the company, addressing inquiries, resolving issues, and facilitating comprehensive advice tailored to individual client needs. They work collaboratively to enhance the overall client experience and ensure satisfaction with our investment advisory services.

Pinnacle Associates, Ltd.

Org chart

Teams

Leadership Team

Portfolio Management Team

Accounting and Finance Team

Portfolio Administration Team

Information Technology

Client Services Team

Offices

Pinnacle Associates, Ltd.

Org chart

Teams

Leadership Team

Portfolio Management Team

Accounting and Finance Team

Portfolio Administration Team

Information Technology

Client Services Team

Offices

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