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

William Hofmann

Jean-Marie Fusco

Timothy Sullivan

Nicholas Porta

Alice Gabriele

Eric Freedgood

Timothy J. Piacentini

Harold Stein

Monica Jalife

Rakesh Mishra

Edgar Perez

Joel Heyman

Angel Torres

Paul Lagermasini

Joseph Shea

The Portfolio Administration Team at Pinnacle Associates, Ltd. is responsible for managing and overseeing client investment portfolios. This includes ensuring accurate portfolio allocation, executing trades, maintaining detailed records, and providing operational support to optimize portfolio performance. The team also collaborates with clients to tailor investment strategies to meet their specific financial goals and risk tolerance.

Portfolio Administration Team

Leadership Team

Portfolio Management Team

Accounting and Finance Team

Portfolio Administration Team

About

Team members

Other teams at Pinnacle Associates, Ltd.

Leadership Team

Portfolio Management Team

Accounting and Finance Team