Institutional Sales and Marketing
Wealth Advisor
Financial Planner
New Account Specialist
Financial Planning Associate
Portfolio Management Associate
Senior Financial Planner
Director of Financial Planning
Client Experience Specialist
Associate Portfolio Manager
Portfolio Administrator / Trader
Portfolio Administrator
Portfolio Administrator
Portfolio Manager
Portfolio Manager
Portfolio Manager
Portfolio Manager
Director, Institutional Sales and Marketing
Portfolio Administrator/Operations Specialist
Portfolio Manager
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
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
Portfolio Manager
President
Portfolio Manager
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
Portfolio Manager
Portfolio Manager
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.
