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 Portfolio Management Team at Pinnacle Associates, Ltd. is responsible for actively managing client investment portfolios. This involves conducting in-depth market analysis, selecting appropriate investment options, and continuously monitoring and adjusting asset allocations to align with the specific needs and objectives of each client. The team aims to optimize investment performance while mitigating risks, ensuring that both individual and institutional clients achieve their financial goals.

Portfolio Management Team

Leadership Team

Accounting and Finance Team

Portfolio Management Team

About

Team members

Other teams at Pinnacle Associates, Ltd.

Leadership Team

Accounting and Finance Team