Commentary and Research Papers
August 19, 2025
2023
As investment managers, it is part of our nature to think about the impact of evolving technology. How will innovative technologies affect our lives? Which companies will benefit? How can modern technologies enhance our capabilities as investment advisors to better serve our clients?
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Commentary and Research Papers
August 19, 2025
2023
Pinnacle Associates congratulates Jim Ferrare, CFA, CPA on being included in this year’s Forbes Best in State Wealth Advisors rankings as recognition of his commitment to putting clients first, leading with exceptional ideas, and demonstrating integrity. It’s the sixth year in a row that Jim has been included on the list.
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Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm focused on transparency and putting clients first. We provide advice to individuals and families, institutional investors and other financial institutions.
