Financial Planner
New Account Specialist
Financial Planning Associate
Portfolio Management Associate
Senior Financial Planner
Senior Financial Planner
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
Director of Financial Planning
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.
