Portfolio Administrator/Operations Specialist
Director of Information Technology
Senior Vice President - Systems & Information Technology
Information Technology
Associate Vice President - New Accounts Specialist
Administrative Assistant
Associate Vice President - New Accounts Specialist
Wealth Advisor
Chief Compliance Officer
Associate Vice President - Performance Analyst
Senior Vice President - Portfolio Manager
Analyst
Professional Services - Private Client Group
Staff Accountant
Head Fixed Income Trader
Associate Vice President - Senior Portfolio Administrator
Trader
Associate Vice President - Senior Portfolio Administrator
Board Member - Executive Vice President
Wealth Advisor
Chief Financial Officer
Limited Partnership Accountant
Senior Vice President - Director of Operations
Client Relationship Manager
Wealth Advisor
Wealth Advisor
Associate Vice President - Senior Portfolio Administrator
Associate Vice President - Billing Specialist
Head Equity Trader
Director of Professional Services - Private Client Group
Professional Services - Private Client Group
Director of Taft Hartley Services
Vice President - Operations Manager
Administrative Assistant
Wealth Advisor
President
Senior Vice President - Director of Institutional Marketing
Portfolio Manager
Wealth Advisor
Wealth Advisor
Executive Vice President
Wealth Advisor
Wealth Advisor
Analyst
Board Member - Executive Vice President
Wealth Advisor
Board Member - Executive Vice President
Board Member - Executive Vice President
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
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.
