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 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

Portfolio Management Team

Accounting and Finance Team

Leadership Team

About

Team members

Other teams at Pinnacle Associates, Ltd.

Portfolio Management Team

Accounting and Finance Team