Pinnacle Associates, Ltd.
Jean-Marie Fusco is an experienced professional who has held various roles in companies such as Pinnacle Associates, Rower LLC, Lebenthal Asset Management, Pilot Advisors LP, Prudential Douglas Elliman, Deutsche Bank Securities Inc, and Man Investments. With a Bachelor's degree in Financial Management from Dominican University New York and an Associate Degree in Banking and Finance from Rockland Community College, Jean-Marie has demonstrated skills in legal administration, operations, client care, and prime brokerage. Notable responsibilities include managing confidential records, coordinating billing activities, assisting in trade execution, and maintaining client relationships with high-net worth individuals.
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Pinnacle Associates, Ltd.
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.