Pinnacle Associates, Ltd.
Joseph Shea is currently the Chief Compliance Officer at Pinnacle Associates. Joseph previously held compliance officer roles at Inverness Counsel LLC and J.D. Nicholas & Associates. Joseph holds an MBA in Quantitative Finance & Financial Markets from NYU Stern School of Business and a Bachelor's degree in Finance from Stonehill College.
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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.