Pinnacle Associates, Ltd.
Joel Heyman is currently the SRVP - Dir of Operations at Pinnacle Associates Ltd since April 1995. Joel previously worked as the New York Regional Meeting Coordinator at Advent Users Group from 2001 to February 2015. Heyman obtained a Bachelor of Arts in English & Classics from Brandeis University and a ba in English from the University of Rochester. Joel attended Ossining High School from 1979 to 1983.
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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.