Pinnacle Associates

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Pinnacle Associates Employees

Employee
Years
Job
Industry
Alexandra Root Alexandra Root New Canaan, Connecticut Details
Alexandra Root's Pinnacle Associates Experience June 2012 - August 2012
Job Intern at Finish Post Production
Industry
Experience
Boston College Office of Health Promotions   August 2014 - Present
NPN Media  June 2014 - August 2014
Venture Photography  June 2014 - August 2014
Casper & de Toledo   June 2014 - August 2014
Joslin Diabetes Center  February 2014 - May 2014
Ella Vickers Recycled Sailcloth Collection   June 2013 - August 2013
Pinnacle Associates   June 2012 - August 2012

Skills
Social Media, Public Speaking, Creative Writing, Editing, PowerPoint, Microsoft Word, Google Analytics, Google Adwords, Hootsuite, Type 1 Diabetes, Final Cut Pro, Adobe Premiere Pro, Sales, Health, Diabetes Management, Blogging, Video Production

Education
Boston College   2012 — 2016
Communication, General

Convent of the Sacred Heart   2009 — 2012
High School

Michael Riccardi Michael Riccardi Greater New York City Area Details
Michael Riccardi's Pinnacle Associates Experience November 1999 - December 2008
Job Portfolio Manager at United Asset Strategies, Inc.
Industry Financial Services
Experience
United Asset Strategies Inc.  January 2009 - Present
Pinnacle Associates   November 1999 - December 2008

Skills
Investment Advisory, Investments, Bond Trading

Education
United States Military Academy at West Point   1981 — 1984
Bachelor of Science (B.S.), Economics

I. Solomon Aqua I. Solomon Aqua San Francisco Bay Area Details
I. Solomon Aqua's Pinnacle Associates Experience 1995 - Present
Job Senior Talent Acquisition Consultant at Avast Software
Industry Staffing and Recruiting
Experience
Avast Software  August 2014 - Present
Pinnacle Associates   1995 - Present
Startup in stealth mode - mobile technology for retail   January 2013 - July 2014
Magenic  March 2013 - June 2014
McKesson  August 2012 - December 2012
Gilt Groupe  February 2012 - August 2012
eBay  December 2011 - February 2012
Walmartlabs.com   August 2010 - December 2011
Macy's eCommerce   April 2009 - May 2009
Macy's eCommerce   January 2008 - June 2008

Skills
Executive Search, E-commerce, Emerging Technologies, Internet Recruiting, Technical Recruiting, Search Engine, Talent Acquisition, Sourcing, Cloud Computing, Mobile Applications

Education
California State University-Hayward
BS, Business Adminstration-Finance

Jefferson College
Business Administration and Management, General

Ben Stephens, MAI Ben Stephens, MAI Tampa/St. Petersburg, Florida Area Details
Ben Stephens, MAI's Pinnacle Associates Experience October 2002 - September 2005
Job Director at Vantix Realty
Industry Real Estate
Experience
Vantix Realty   2010 - Present
Colliers-International  October 2005 - May 2010
Pinnacle Associates   October 2002 - September 2005

Skills
Corporate Real Estate, Real Estate Development, Leases, Real Estate, Tenant, Property Management, Landlords, Commercial Real Estate, Real Estate Economics, Disposition, Property, Investment Properties, Real Estate Transactions, Brokerage, Location Intelligence, Valuation, Asset Management, Appraisals, Shopping Centers, Due Diligence, Real Estate Financing

Education
The Ohio State University   1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance/Real Estate

Cleveland Heights High School   1994 — 1998

Camber Weiss Camber Weiss Greater New York City Area Details
Camber Weiss's Pinnacle Associates Experience April 2007 - June 2007
Job Paid Social Strategist at Merkley + Partners
Industry Marketing and Advertising
Experience
Merkley + Partners  March 2015 - Present
MEC  October 2014 - March 2015
MNS  June 2014 - July 2014
Major League Gaming  February 2013 - May 2014
Major League Gaming  July 2011 - February 2013
Autriv Software Development   May 2011 - August 2011
Thomson Reuters  June 2009 - August 2010
Rocky Point Club  May 2006 - August 2008
Pinnacle Associates   April 2007 - June 2007
CCL Oil   June 2005 - August 2005

Skills
Social Media, Social Networking, Social Media Marketing, Facebook, Digital Media, Digital Marketing, eCommerce, Blogging, Community Management, YouTube, Marketing, Email Marketing, Audience Development, Marketing Communications, Direct Response

Education
University of Connecticut   2007 — 2011
B.S., Marketing

Greenwich High School   2003 — 2007

Marc Langefeld, CFA Marc Langefeld, CFA Raleigh-Durham, North Carolina Area Details
Marc Langefeld, CFA's Pinnacle Associates Experience 2007 - 2008
Job
Industry Real Estate
Experience
Coldwell Banker HPW  March 2012 - Present
Bolter and Company   July 2009 - December 2011
Pinnacle Associates   2007 - 2008
Globalvest Management   2003 - 2007
Daiwa Securities America  2000 - 2002
Credit Suisse First Boston  1999 - 2000

Education
University of Richmond   1995 — 1999
BSBA, Finance

Adrian Colarusso, CFA Adrian Colarusso, CFA Greater New York City Area Details
Adrian Colarusso, CFA's Pinnacle Associates Experience June 2010 - August 2010
Job Portfolio Consulting Services at BlackRock
Industry Investment Management
Experience
BlackRock  May 2015 - Present
BlackRock  August 2011 - Present
Pinnacle Associates   June 2010 - August 2010
X-Mester   June 2010 - June 2010
Angelato Heavenly Ice Cream   May 2009 - September 2009

Skills
Writing, Excel, Data Analysis, Economics, Spanish, Financial Analysis, Word, Research, Microsoft Office, PowerPoint, Financial Modeling, Marketing, Marketing Strategy, Finance, Econometrics, Microsoft Excel, Strategy, Bikram Yoga, Investments, Microsoft Word, Marketing Communications, Football, Entrepreneurship

Education
Princeton University   2007 — 2011
AB, Economics, Spanish

Montgomery High School   2003 — 2007

Jack Goldman Jack Goldman Greater Philadelphia Area Details
Jack Goldman's Pinnacle Associates Experience 1986 - 2000
Job Investment Operations/Compliance Analyst
Industry Investment Management
Experience
Cooke & Bieler, L.P.   August 2006 - August 2015
Murphy Capital Management   2004 - August 2006
Glenmede  2002 - 2003
Pinnacle Associates   1986 - 2000
J. Rothschild Capital Management   January 1984 - April 1985
Dean Witter  1983 - 1983

Skills
Bloomberg, Portfolio Management, Equities, Investments, Mutual Funds, Axys, Trading, Trading Systems, Back Office, Middle Office, Hedge Funds, Performance Measurement, Advent Axys, Settlement, Asset Management, ACD, Sungard Shaw Data, Advent Moxy, Telemet Orion, Proxy Voting, MSCI ESG, Broadridge ProxyEdge, Proxytrust

Education
Pace University   1979 — 1981
MBA, Finance

Arcadia University   1974 — 1978
BA, Chemistry and English

The McBurney School   1967 — 1974

Robert Marschalk Robert Marschalk Greater New York City Area Details
Robert Marschalk's Pinnacle Associates Experience June 2008 - August 2008
Job MBA Candidate at NYU Stern School of Business | Passionate about Strategic Marketing and Brand Development
Industry Consumer Goods
Experience
NYU Stern School of Business  August 2014 - Present
Diageo  June 2015 - August 2015
Red's All Natural, LLC   June 2009 - August 2013
Pinnacle Associates   June 2008 - August 2008
Merrill Lynch  June 2007 - August 2007
New Canaan Public Schools  June 2006 - August 2006

Skills
Social Media, Digital Marketing, Strategy, Marketing, Marketing Strategy, Social Media Marketing, Market Research, Research, Strategic Planning, Competitive Analysis, Entrepreneurship, Start-ups

Education
New York University - Leonard N. Stern School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Trinity College-Hartford   2005 — 2009
BA, Economics

Amanda Berman Amanda Berman Great Neck, New York Details
Amanda Berman's Pinnacle Associates Experience June 2014 - August 2014
Job Economics and English Double Major at State University of New York at Binghamton
Industry
Experience
Chabad at Binghamton University   September 2012 - May 2015
Pinnacle Associates   June 2014 - August 2014
Binghamton University  September 2013 - December 2013
Bridging the Digital Divide   January 2013 - May 2013
Beth Sholom Day Camp  July 2012 - August 2012

Education
State University of New York at Binghamton   2011 — 2015
Bachelor of Science (B.S.) Economics, Bachelor of Arts (B.A.) English

Jacqueline Goldberg Jacqueline Goldberg New York, New York Details
Jacqueline Goldberg's Pinnacle Associates Experience June 2009 - July 2009
Job Assistant Account Coordinator at KSV
Industry Financial Services
Experience
KSV  September 2015 - Present
Canopy Brand Group  March 2015 - September 2015
NYU Program Board  May 2013 - May 2014
TD Ameritrade Institutional  June 2013 - August 2013
NYU Program Board  May 2012 - May 2013
Nanny  May 2012 - August 2012
NYU Phonathon / Ruffalo Cody   May 2011 - August 2011
Kumon  August 2008 - August 2010
Pinnacle Associates   June 2009 - July 2009

Skills
Social Media, Microsoft Office, Blogging, Photography, HTML, Photoshop Elements, Photoshop, Marketing, QuickBooks, Lightroom, Fundraising, MailChimp, WordPress, Event Planning

Education
New York University   2010 — 2014
Bachelor of Arts (B.A.), Economics

NYU in London   2012 — 2012

John P. Stevens High School   2006 — 2010
3.7

Jessica Nemer Jessica Nemer Red Bank, New Jersey Details
Jessica Nemer's Pinnacle Associates Experience April 2011 - Present
Job Wealth Management Services
Industry Financial Services
Experience
PWM Advisory Group, LLC - Private Wealth Management   April 2011 - Present
Pinnacle Associates   April 2011 - Present
TwoRiver Community Bank   February 2010 - March 2011

Education
Georgian Court University   2006 — 2008
BA, Psychology, Elementary Education & Special Education

Barry Kagan Barry Kagan Yorktown Heights, New York Details
Barry Kagan's Pinnacle Associates Experience January 1988 - December 2000
Job Hedge Fund Professional Transitioning Seeking New Opportunity
Industry Investment Management
Experience
Dipexium Pharmaceuticals Inc.   July 2014 - Present
CBM Capital Inc.   January 2007 - December 2013
Bedford Oak Advisors,LLC   January 2003 - December 2007
Schottenfeld Associates, LP   January 2000 - December 2003
Pinnacle Associates   January 1988 - December 2000

Skills
Finance, Investments, Portfolio Management, Hedge Funds, Private Equity, Valuation, Mutual Funds, Risk Management, Asset Allocation, Trading, Cash Management

Education
Hofstra University   1977 — 1980
Bachelor of Business Administration (BBA), Finance, Banking and Investments

Alexander Smit Alexander Smit Greater New York City Area Details
Alexander Smit's Pinnacle Associates Experience May 2012 - June 2015
Job Assurance Intern at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  July 2015 - Present
Pinnacle Associates   May 2012 - June 2015
WithumSmith+Brown  June 2014 - August 2014
Candlewood Management Service, Inc.   April 2008 - August 2014
Clemson Recreation Department   August 2011 - December 2011

Skills
Bilingual, Excel, Time Management, Access, Analysis, Microsoft Excel, Leadership, Microsoft Office, Social Media, Microsoft Word

Education
Clemson University - College of Business and Behavioral Science   2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting and Financial Management

David Dineen, CFA David Dineen, CFA New York, New York Details
David Dineen, CFA's Pinnacle Associates Experience May 2006 - Present
Job Senior Portfolio Manager and Team Leader, International Equities
Industry Financial Services
Experience
Pinnacle Associates   May 2006 - Present
Seton Hall University- Stillman School of Business   September 2008 - March 2009
Morgan Stanley Investment Management  1995 - 2005
Morgan Stanley Investment Management fka Dean Witter InterCapital   November 1991 - July 1995
Morgan Stanley Investment Management fka Dean Witter InterCapital   June 1990 - September 1991

Skills
Portfolio Management, Security Analysis, Equity Research, Asset Management, Asset Allocation, Industry Research, Risk Analysis, International Equities, Emerging Markets, Team Management, Valuation, New Business Development, ESG, Investments, Investment Management, Asset Managment, Equities, Equity Valuation, Finance, Mutual Funds, Bloomberg, Financial Analysis, Financial Modeling

Education
New York University - Leonard N. Stern School of Business   1991 — 1995
M.B.A, Dual Major: Finance and International Business

Binghamton University - School of Management   1986 — 1990
B.S, Management; Finance and Marketing

Chaminade High School   1982 — 1986
Diploma with Honors

William Hofmann William Hofmann New York, New York Details
William Hofmann's Pinnacle Associates Experience 2012 - 2013
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS  2014 - Present
Barclays  2013 - 2014
Pinnacle Associates   2012 - 2013
Pinnacle Associates   June 2011 - August 2011
Pinnacle Associates   June 2010 - August 2010

Skills
Portfolio Management, Equity Research, Finance, Equity Trading, Options, Customer Service, PowerPoint, Equities, Public Speaking, Investments, Leadership

Education
Ohio University   2008 — 2012
Bachelor of Business Administration

Rose Cohen Rose Cohen Greater New York City Area Details
Rose Cohen's Pinnacle Associates Experience March 2000 - February 2004
Job Treasurer, Millwood Fire District
Industry Financial Services
Experience
Millwood Fire District   February 2011 - Present
Golden's Bridge Fire District   September 2013 - April 2014
Goldens Bridge Fire District   July 2005 - September 2013
Pinnacle Associates   March 2000 - February 2004
Pentegra Retirement Services  September 1996 - August 1997
First Boston  December 1985 - February 1989
The Signal Companies, Inc.   June 1983 - December 1985

Skills
Cash Management, Microsoft Office, QuickBooks, Investments, Portfolio Management, Accounting, Forecasting, Budget

Education
San Diego State University-California State University   1981 — 1983
MBA

University of California, San Diego   1973 — 1978
BA

Alyssa Glaicar Alyssa Glaicar Greater New York City Area Details
Alyssa Glaicar's Pinnacle Associates Experience July 2012 - Present
Job Graphic Artist/Marketing Coordinator
Industry Graphic Design
Experience
PWM Advisory Group, LLC - Private Wealth Management   July 2012 - Present
Pinnacle Associates   July 2012 - Present
The Clay Date   January 2012 - May 2012
Emray's Gourmet - Lion Tea   January 2009 - May 2011

Skills
Photoshop, InDesign, Illustrator, Microsoft Office, Wordpress, Dreamweaver, WordPress, Graphics, Photography, Graphic Design, Illustration

Education
Quinnipiac University   2008 — 2012
Bachelor of Arts (BA), Graphic Design, 3.5

Colts Neck High School

Austin Hagaman, CFP ®, AWMA ® Austin Hagaman, CFP ®, AWMA ® Greater New York City Area Details
Austin Hagaman, CFP ®, AWMA ®'s Pinnacle Associates Experience May 2009 - August 2009
Job Associate Portfolio Manager / Investment Advisor
Industry Financial Services
Experience
PWM Advisory Group, LLC - Private Wealth Management   May 2011 - Present
Pinnacle Associates ltd   June 2011 - Present
WithumSmith+Brown  June 2010 - August 2010
Pinnacle Associates   May 2009 - August 2009

Education
Providence College   2009 — 2011
BS, Finance

Sacred Heart University   2007 — 2008
Business Economics

Christian Brothers Academy   2003 — 2007
High School Diploma

Eric Freedgood, CPA, CFA Eric Freedgood, CPA, CFA Greater New York City Area Details
Eric Freedgood, CPA, CFA's Pinnacle Associates Experience September 2006 - Present
Job Portfolio Manager at Pinnacle Associates
Industry Financial Services
Experience
Pinnacle Associates   September 2006 - Present
Ernst & Young  July 2003 - August 2006

Skills
Fixed Income Portfolio..., Portfolio Management, Fixed Income, Asset Management, Asset Allocation, Bloomberg, Hedge Funds, High Net Worth..., Investment Advisory, Investment Management, Wealth Management..., Equity Research

Education
Binghamton University - School of Management   1999 — 2003
Accounting, BS

Harry Mleczko Harry Mleczko New York, New York Details
Harry Mleczko's Pinnacle Associates Experience June 2011 - August 2011
Job Senior Research Analyst at Nielsen
Industry Market Research
Experience
Nielsen  August 2014 - Present
Nielsen  November 2012 - Present
Sports Authority Corporate Headquarters   June 2012 - October 2012
BSW Wealth Management   February 2012 - June 2012
Undergraduate Interfraternity Council at CU Boulder  2011 - 2012
Pinnacle Associates   June 2011 - August 2011

Skills
Research, Editing, Journalism, Market Research, Public Relations, Copy Editing, Microsoft Office, Online Research, Qualitative Research, PowerPoint, Marketing Research, Social Media Marketing, Marketing Communications, Advertising, Marketing, Spanish, Data Analysis, Social Networking, Microsoft Excel, Event Planning

Education
University of Colorado at Boulder   2008 — 2012
Journalism/Economics, Journalism/Economics

Maria R. Arceo Maria R. Arceo New York, New York Details
Maria R. Arceo's Pinnacle Associates Experience June 1999 - June 2003
Job Senior Business Coordinator, HLN Program Development
Industry Broadcast Media
Experience
CNN Headline News  January 2014 - Present
Rumble Inc  December 2013 - January 2014
CNN  November 2010 - January 2014
CNN  September 2009 - October 2010
CNN  September 2007 - August 2009
Turner Broadcasting System  January 2006 - August 2007
CNN  August 2005 - January 2006
CNN  November 2004 - August 2005
CNN  July 2003 - November 2004
Pinnacle Associates   June 1999 - June 2003

Skills
Microsoft Office 2007, Microsoft Office 2003, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, PeopleSoft, PeopleSoft Financial, Concur, SharePoint, RightFax, BrassRing, I-News, Access, QuickBooks, Final Cut Pro, Broadcast, Avid, Video Production, Human Resources, Management, Event Planning, Time Management, Television

Education
Fordham Gabelli School of Business   2010 — 2015
Master of Business Administration (M.B.A.), Communications and Media Management; Finance

Fordham University   1999 — 2003
Bachelor of Science (B.S.), Marketing

Jim Ferrare, CFA, CPA Jim Ferrare, CFA, CPA Greater New York City Area Details
Jim Ferrare, CFA, CPA's Pinnacle Associates Experience January 1999 - Present
Job Principal Investment Advisor
Industry Investment Management
Experience
PWM Advisory Group, LLC - Private Wealth Management   August 2011 - Present
Pinnacle Associates   January 1999 - Present
Manchester Capital Corporation   1993 - 1999
Davidson, Weil Associates   1986 - 1993
Oppeheim, Appel, Dixon & Company   1982 - 1986

Education
State University of New York College at Buffalo   1978 — 1982
Bachelor of Science, Accounting

Josephine Segota Josephine Segota Greater New York City Area Details
Josephine Segota's Pinnacle Associates Experience September 2006 - June 2007
Job Portfolio Administrator
Industry Investment Banking
Experience
Broadridge Inc.   July 2012 - December 2012
Jefferies & Co. Inc   August 2011 - May 2012
Jefferies & Co. Inc.   June 2007 - August 2011
Pinnacle Associates   September 2006 - June 2007
BKF Management/John A. Levin & Co. Inc   October 2000 - April 2006
First Union National Bank  November 1999 - August 2000
Family Management  October 1998 - November 1999
Glickenhaus & Co. Inc   July 1991 - October 1998

Education
Saint Peter's University
BA, English /Journalism

Michael Povemba Michael Povemba New York, New York Details
Michael Povemba's Pinnacle Associates Experience August 2013 - June 2014
Job Trading at Cardinal Capital Management, L.L.C.
Industry Financial Services
Experience
Cardinal Capital Management, L.L.C.   June 2014 - Present
Pinnacle Associates   August 2013 - June 2014
Guggenheim Investments  May 2009 - May 2013
Walsh Associates  May 2007 - May 2009

Skills
Mutual Funds, Equities, Investments, Securities, Bloomberg, Trading, Portfolio Management, Hedge Funds

Education
College of the Holy Cross   2003 — 2007
Economics

Eric Benito Eric Benito Greater New York City Area Details
Eric Benito's Pinnacle Associates Experience May 2000 - Present
Job IT Director at Pinnacle Associates
Industry Financial Services
Experience
Pinnacle Associates   May 2000 - Present
Pinnacle Associates   2000 - Present

Skills
Risk Management, Budgets, Vendor Management, Financial Markets, Management, Contract Negotiation, Hedge Funds, Leadership, Program Management, Portfolio Management, Process Improvement, Business Development, Asset Management, Equities, Microsoft Office

Education
Iona College   1992 — 1997

Dawn Andren Dawn Andren Greater New York City Area Details
Dawn Andren's Pinnacle Associates Experience September 2013 - November 2013
Job Business Support & Operations
Industry Financial Services
Experience
Pinnacle Associates   September 2013 - November 2013
ING Investment Management  February 2003 - January 2013
Alliance Capital Management - Regent investor Svcs Division   November 1987 - February 2003

Skills
Financial Operations, Project Management, Client Service Oriented, Personnel Management, Client Liaison, Third Party Vendor..., Management, Client Services, Back Office, Middle Office, Asset Allocation, Trading

Education
State University of New York College of Agriculture and Technology at Cobleskill
Associate’s Degree, Humanities/Humanistic Studies

Irina Brooklier Irina Brooklier Greater New York City Area Details
Irina Brooklier's Pinnacle Associates Experience June 2009 - April 2010
Job Associate Analyst at Moody's Investors Service
Industry Capital Markets
Experience
Moody's Investors Service  September 2014 - Present
Rsw Investments Llc   December 2012 - September 2014
Pinnacle Associates   June 2009 - April 2010
Citigroup  June 2007 - August 2007

Skills
Financial Modeling, Equities, Valuation

Education
Fordham Gabelli School of Business   2006 — 2008
MBA, Finance

Dimitrie Cantemir   1997 — 2001
JD, Law

Malvi Shah Malvi Shah Greater New York City Area Details
Malvi Shah's Pinnacle Associates Experience September 2005 - January 2008
Job Experienced Operations Associate
Industry Financial Services
Experience
Dreman Value Management  March 2008 - Present
Pinnacle Associates   September 2005 - January 2008
John A. Levin & Co.   May 2000 - August 2005

Skills
Hedge Funds, Bloomberg

Education
Montclair State University   1996 — 2000

Steven Fortgang Steven Fortgang Greater New York City Area Details
Steven Fortgang's Pinnacle Associates Experience June 1999 - Present
Job Head Trader at Pinnacle Associates
Industry Investment Management
Experience
Pinnacle Associates   June 1999 - Present

Skills
Portfolio Management, Equities, Hedge Funds, Bloomberg, Bonds, Equity Trading, Asset Allocation, Securities, Investment Advisory, Wealth Management, Series 7, Trading, Middle Office, Asset Management, Equity Research, Investment Strategies, Investment Banking, Fixed Income, Valuation, Investments

Education
University of Hartford   1986 — 1989
Liberal Arts, Music Management

Manhattan School of Music   1985 — 1986
Performance

Kathy OShea Hamm Kathy OShea Hamm Greater Boston Area Details
Kathy OShea Hamm's Pinnacle Associates Experience August 2002 - August 2005
Job Investment Accounting Administration and Reporting Professional
Industry Investment Management
Experience
Cystic Fibrosis Foundation  1989 - 2008
Citi Hedge Fund Services North America   August 2006 - September 2007
Pinnacle Associates   August 2002 - August 2005
Summit Private Investments   August 1997 - August 2002
Automatic Data Processing  October 1996 - August 1997
Lynch & Mayer  April 1995 - August 1996
Randall Rose & Company   June 1991 - March 1995
Lanthorn Realty   May 1988 - May 1989
The Millburn Corporation  January 1980 - March 1988
Dun's Review Magazine (Dun & Bradstreet)   March 1979 - June 1980

Education
New York University   1979 — 1984
Bachelor of Science, Business

University at Albany, SUNY   1976 — 1978
Completed 2 years as a Psychology/English major

Wantagh High School

Carmine D'Avino, CFP Carmine D'Avino, CFP Greater New York City Area Details
Carmine D'Avino, CFP's Pinnacle Associates Experience March 2000 - Present
Job Principal, CCO, and Investment Advisor at PWM Advisory Group, LLC Private Wealth Management
Industry Financial Services
Experience
PWM Advisory Group, LLC - Private Wealth Management   August 2011 - Present
Pinnacle Associates   March 2000 - Present
Bankers Trust  1997 - 2000

Skills
Wealth Management, Investment Advisory, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investment Strategies, Retirement Planning, Strategic Financial..., Asset Allocation, Asset Managment, Bloomberg

Education
Susquehanna University   1990 — 1994
Bachelor of Science (B.S.), Finance

Madison High School   1986 — 1990

Alice Gabriele Alice Gabriele Greater New York City Area Details
Alice Gabriele's Pinnacle Associates Experience 2005 - Present
Job Portfolio Manager, Vice President
Industry Investment Management
Experience
Pinnacle Associates   2005 - Present
Innovative Planning Services   2001 - 2005
Sidoti & Company, LLC   1999 - 2000
Goldman Sachs  1987 - 1994

Education
Columbia University - Columbia Business School   1985 — 1987
MBA, Finance

Princeton University   1979 — 1983
A.B., Politics

Kate Fishbein Kate Fishbein Greater New York City Area Details
Kate Fishbein's Pinnacle Associates Experience February 2003 - Present
Job Assistant Vice President at Pinnacle Associates
Industry Financial Services
Experience
Pinnacle Associates   February 2003 - Present

Skills
Equities, Bloomberg, Asset Managment, Asset Management, Asset Allocation, Investments, Securities, Equity Research, Investment Strategies, Portfolio Management, Finance

Education
Fordham University Graduate School of Arts and Sciences   2007 — 2010
Master of Business Administration (M.B.A.), Finance, General

Connecticut College   1998 — 2001
Bachelor’s Degree, Economics

Kimon Passios Kimon Passios Greater New York City Area Details
Kimon Passios's Pinnacle Associates Experience
Job EVP at Pinnacle Associates
Industry Investment Management
Experience
Pinnacle Associates  

Skills
Portfolio Management, Investments, Asset Management, Bloomberg, Equity Research

Education
Fordham Gabelli School of Business   1996 — 1998

University of Vermont   1986 — 1990

Harold Stein Harold Stein Greater New York City Area Details
Harold Stein's Pinnacle Associates Experience February 2003 - Present
Job SVP at Pinnacle Associates
Industry Financial Services
Experience
Pinnacle Associates   February 2003 - Present
AllianceBernstein/Regent Investors   1987 - 2003
The Chase Manhattan Bank  1981 - 1987

Skills
Investment Strategies, Equities, Asset Allocation, Asset Management, Series 7, Mutual Funds, Alternative Investments, Investment Management, Securities, Bloomberg, Investments

Education
Fairleigh Dickinson University-College at Florham   1972 — 1974
Master of Business Administration (MBA), Finance and Financial Management Services

Hofstra University   1965 — 1968
Bachelor of Arts (BA)

Julie Muroff Julie Muroff Greater New York City Area Details
Julie Muroff's Pinnacle Associates Experience May 2004 - September 2004
Job SVP Operations at Light Reading
Industry Marketing and Advertising
Experience
Light Reading  March 2014 - Present
UBM DeusM   December 2013 - March 2014
UBM DeusM   February 2013 - December 2013
UBM DeusM   June 2012 - January 2013
UBM DeusM   May 2011 - June 2012
Light Reading, TechWeb, UBM   August 2005 - May 2011
Fierce Markets   January 2005 - June 2005
Pinnacle Associates   May 2004 - September 2004
Geller Group, LLC  2003 - 2003

Skills
Social Media Marketing, Social Media, PowerPoint, Marketing, New Business Development, Marketing Strategy, Integrated Marketing, Digital Marketing, Budgets, SEO, Strategic Partnerships, Marketing Communications, Advertising, Digital Media, Account Management, Program Management, New Media, Product Marketing, Sales, Email Marketing, Online Advertising, Web Analytics

Education
The George Washington University - School of Business   2001 — 2005
BBA, International Business, Spanish

Institute for the International Education of Students

Lorenzo di Medici

Westfield High School

Don Dowd Don Dowd Greater New York City Area Details
Don Dowd's Pinnacle Associates Experience April 2006 - January 2013
Job Portfolio Manager at Pinnacle Associates
Industry Investment Management
Experience
Pinnacle Associates   April 2006 - January 2013
Twin Capital Management   June 2000 - December 2005

Education
Kenyon College   1985 — 1988

Portsmouth Abbey   1983 — 1984

Damian Ko, CFA Damian Ko, CFA Greater New York City Area Details
Damian Ko, CFA's Pinnacle Associates Experience 2002 - 2005
Job Director of Alternative Investments at Interventure Capital Group
Industry Investment Management
Experience
Interventure Capital Group   October 2007 - Present
Corbin Capital Partners (a US Fund of Hedge Funds)   2005 - 2007
Pinnacle Associates   2002 - 2005
the Department of Labor   1997 - 1999

Skills
Equities, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Investment Management, Valuation, Bloomberg, Asset Management, Asset Allocation, Capital Markets, Fixed Income

Education
University of Pennsylvania   1999 — 2001
Master's degree, Economics

Universidad Torcuato Di Tella
BS, Economics and Finance

Conrad Wala Conrad Wala Greater New York City Area Details
Conrad Wala's Pinnacle Associates Experience May 2008 - June 2008
Job Student at Saint Joseph's University Erivan K. Haub School of Business
Industry Financial Services
Experience
Pinnacle Associates   May 2008 - June 2008

Education
Saint Joseph's University - Erivan K. Haub School of Business   2008 — 2012

Anil Samtani Anil Samtani Greater New York City Area Details
Anil Samtani's Pinnacle Associates Experience 2001 - 2003
Job Financial Consultant
Industry Financial Services
Experience
RR Donnelley  March 2008 - Present
Tashi Inc.   March 2003 - February 2008
Pinnacle Associates   2001 - 2003
Goldman Sachs  March 1999 - 2001
New Media Inc.   1994 - 1995

Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Corporate Finance, Portfolio Management, Equities, Forecasting, Mergers & Acquisitions, Process Improvement, Business Analysis, Investments, Business Strategy, Accounting, Strategic Planning, Relationship Management, New Business Development, Strategy, Business Development, Account Management, Change Management, Insurance, Analysis, Start-ups, Asset Management, Business Process...

Education
Fordham University - Graduate School of Business Administration   1995 — 1997
MBA, International Finance

California State University-Long Beach   1990 — 1994
Bachelors, International Business

South Island School

ann degroot ann degroot United States Details
ann degroot's Pinnacle Associates Experience January 2006 - Present
Job Vice President at Pinnacle Associates
Industry
Experience
Pinnacle Associates   January 2006 - Present

Education
New York University
MA, Psychology

Elizabeth Schnoerr Elizabeth Schnoerr Richmond, Virginia Area Details
Elizabeth Schnoerr's Pinnacle Associates Experience June 2004 - August 2004
Job Senior Associate: Retail, Apparel & Footwear at Integrated Corporate Relations, Inc (ICR)
Industry Public Relations and Communications
Experience
ICR  January 2011 - Present
Integrated Corporate Relations, Inc (ICR)   January 2008 - December 2010
Lone Pine Capital  July 2007 - January 2008
Euromoney Institutional Investor  June 2006 - August 2006
Pinnacle Associates   June 2004 - August 2004
New York Society of Security Analysts  June 2002 - August 2002

Skills
PowerPoint, Event Management, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Investor Relations, Bloomberg, Equities, Research, Economics

Education
James Madison University   2002 — 2007
BA

Convent of the Sacred Heart   1998 — 2002
High School

Karl Singer Karl Singer Greater Los Angeles Area Details
Karl Singer's Pinnacle Associates Experience June 2007 - September 2007
Job Management Associate at VSD, Inc.
Industry Investment Management
Experience
VSD   August 2013 - Present
Bond Asset Management   June 2010 - August 2013
Aiaks Capital   May 2008 - September 2008
Morgan Stanley Wealth Management  October 2007 - December 2007
Pinnacle Associates   June 2007 - September 2007

Skills
Entrepreneurship

Education
University of Colorado at Boulder   2007 — 2010
Bachelor's degree, Applied Mathematics & Economics

Michael Lee Michael Lee San Francisco, California Details
Michael Lee's Pinnacle Associates Experience May 2003 - September 2004
Job Head of Business Analytics at NerdWallet
Industry Internet
Experience
NerdWallet  June 2014 - Present
LinkedIn  March 2011 - May 2014
Yahoo!  September 2010 - March 2011
Perform Local / Done Right   September 2007 - December 2008
Wilshire Associates  August 2005 - September 2007
ACC Capital Holdings  December 2004 - August 2005
Pinnacle Associates   May 2003 - September 2004

Education
Columbia University in the City of New York   2000 — 2004
BA, Economics

Södertörns högskola   2009 — 2010
MS, Interactive Media

Adam Sosler Adam Sosler Greater New York City Area Details
Adam Sosler's Pinnacle Associates Experience May 2007 - August 2007
Job Lead Medicare Sales at EmblemHealth
Industry Financial Services
Experience
EmblemHealth  July 2014 - Present
EmblemHealth  March 2012 - Present
EmblemHealth  December 2010 - March 2012
EmblemHealth  May 2008 - August 2008
Pinnacle Associates   May 2007 - August 2007

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Data Analysis, Access, Financial Analysis, Insurance, Business Analysis, Salesforce.com, Time Management, Customer Service, Financial Reporting, Leadership

Education
Quinnipiac University - School of Business   2006 — 2010
BS, Finance, Minor in Accounting

Gregg Evangelist Gregg Evangelist Greater New York City Area Details
Gregg Evangelist's Pinnacle Associates Experience April 2009 - February 2010
Job Financial Advisor / Attorney
Industry Investment Management
Experience
Oak Financial Group   February 2010 - Present
Pinnacle Associates   April 2009 - February 2010
Baxter Investment Management   January 2003 - April 2009
Attorney  1990 - December 2002

Skills
Financial Advisory, Investment Advisory, Wealth Management, Registered Investment..., Estate Planning, Investment Management, Retirement Planning, Legal, Securities Regulation, Compliance

Education
The George Washington University Law School   1987 — 1990
J.D.

Colgate University   1983 — 1987
B.A.

paul griglio paul griglio Phoenix, Arizona Area Details
paul griglio's Pinnacle Associates Experience January 1991 - Present
Job Owner/CEO at Pinnacle Associates
Industry Automotive
Experience
Pinnacle Associates   January 1991 - Present
Pinnacle Associates   1991 - 2011

Education
Eastern Michigan University
MBA, Mfg Mgt

Dan Salem Dan Salem Huntington Beach, California Details
Dan Salem's Pinnacle Associates Experience 1998 - 2004
Job Business Development / Latin American Sales
Industry Wireless
Experience
No Ego App Development   January 2011 - Present
Becks Creek Industries   2007 - 2010
Credit First Funds   2004 - 2007
Pinnacle Associates   1998 - 2004
La Banca Restaurant   1996 - 1998
Income Network Company   1994 - 1996

Skills
Sales, Management, Finance, Business Development, Analysis, Recruiting

Education
Golden West College   2013 — 2014
4 year University Transfer Program

Diablo Valley College   2010 — 2012
General Studies

Carol Roman Carol Roman Greater New York City Area Details
Carol Roman's Pinnacle Associates Experience 2006 - Present
Job Assistant Vice President/Sr. Portfolio Administrator
Industry Investment Management
Experience
Pinnacle Associates   2006 - Present
ForstmannLeff  September 2000 - November 2005
Kolinksy Hill Financial Group   March 2000 - August 2000
Financial Partners Capital Management   October 1997 - March 2000
H.N. Howard & Son, Inc.   June 1989 - October 1997

Skills
Equities, Bloomberg, Fixed Income, Asset Allocation, Client Billing, Web Services

Education
Queens College