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
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Verified contacts
74
available on Kipplo
LinkedIn employees
94
51 to 200 range
Open roles
—
no listings
Distinct roles
56
indexed titles
Tech stack
3
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
74 contacts with verified email or phone · masked until revealed.
- AG
Alice Gabriele
Senior Portfolio Manager · Finance & Accounting
EmailPhone - JH
Joel Heyman
Srvp - Dir of Operations · Other
EmailPhone - HS
Harold Stein
SVP · General Business & Management
EmailPhone - JF
Jim Ferrare
Executive Vice President, Board of Director, and Portfolio Manager · Other
EmailPhone - RA
Richard A. Rosen
Senior Vice President, Portfolio Manager · Finance & Accounting
EmailPhone - SF
Steven Fortgang
Vice President Head Trader · Finance & Accounting
EmailPhone - SS
Susan Sullivan
Avp- New Accounts Administration · Operations
EmailPhone - AP
Amy Pastorino
Senior Financial Planner · Finance & Accounting
EmailPhone - BG
Ben Grosscup
Portfolio Manager · Finance & Accounting
EmailPhone
Showing 9 of 74 verified contacts
Top roles at Pinnacle Associates, Ltd
56 distinct titles indexed · top 10 shown.
- 9portfolio manager
- 3client service specialist
- 3manager
- 3wealth advisor
- 2owner
- 2vice president
- 1administrative assistant
- 1advisory billing associate
- 1assistant vice president sr portfolio administrator
- 1associate portfolio manager
- +46more titles
Sign up to unlock all 74 contacts at Pinnacle Associates, Ltd
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