Leadership Team

The Leadership Team at Pinnacle Associates, Ltd. is responsible for steering the company towards its strategic goals by leveraging their extensive expertise in investment management, operations, finance, compliance, and information technology. This team ensures that the firm delivers exceptional investment advisory services by overseeing portfolio management, optimizing business systems, ensuring regulatory compliance, and maintaining robust client relationships. Their collective experience and leadership maintain Pinnacle's standard of personalized, in-house investment decision-making to grow and safeguard client wealth.