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

Timothy J. Piacentini

Harold Stein

Steven Fortgang

Christopher D'Antonio

Angel Torres

Monica Jalife

Eric Benito

Rakesh Mishra

Paul Lagermasini

Edgar Perez

Joel Heyman

Joseph Shea

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

Leadership Team

Portfolio Management Team

Accounting and Finance Team

About

Team members

Other teams at Pinnacle Associates, Ltd.

Leadership Team

Portfolio Management Team