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About Pinnacle Associates

Helping You Reach Your Pinnacle

Who We Are

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 forward thinking, thoughtful advice customized to the specific needs of our clients.

Our Community

Over the years, Pinnacle has devoted time and resources to many worthy charities. We collaborate with these non-profit organizations to find creative ways to better serve the local community. We also encourage and support our team members’ philanthropic activities and community involvement and believe these activities help make our team and world stronger.


Wounded Warrior Project
Feeding America
Grace Institute
Heritage Valley Health System Foundation
IUOE Local 137
Madison Square Boys & Girls Club
Marine Engineers' Beneficial Association
National MS Society
St. Joseph Hospital Foundation
The Pap Corps
The Path to Peace Foundation
United Spinal Association
Mary Reparatrix Relief Society
Building Construction Trades Council
Building Contractors Association
Save the Children Ukraine Relief
* Inclusion of the above charitable organizations does not represent an endorsement by any of these organizations of Pinnacle or its investment advisory services.

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