Fundz

Pinnacle Associates, Ltd. Appoints Amy Pastorino as Senior Financial Planner

PRIVATEJul 29, 2024

Position

Senior Financial Planner

Company

Pinnacle Associates Ltd

Amy Pastorino
apastorino@pinnacle-ny.com
New YorkFinancial ServicesFinanceAngel Investment

Description

Amy Pastorino, CFP®, has joined Pinnacle Associates, Ltd. as Senior Financial Planner, bringing 20 years of high-profile experience in the investment management industry.

Quick answer

Pinnacle Associates, Ltd. Appoints Amy Pastorino as Senior Financial Planner (July 29, 2024). Pinnacle Associates Ltd is based in New York, New York, United States.

Who is the new Senior Financial Planner at Pinnacle Associates Ltd?
Pinnacle Associates Ltd named Amy Pastorino Senior Financial Planner, announced July 29, 2024.
What did Pinnacle Associates Ltd announce on July 29, 2024?
Amy Pastorino, CFP®, has joined Pinnacle Associates, Ltd. as Senior Financial Planner, bringing 20 years of high-profile experience in the investment management industry.
What does Pinnacle Associates Ltd do?
Pinnacle Associates, Ltd. is a forward-thinking, multi-billion-dollar investment advisory firm that provides advice to high net worth individuals and families, institutional investors and other financial institutions.
Where is Pinnacle Associates Ltd based?
Pinnacle Associates Ltd is based in New York, New York, United States.
Which similar companies made leadership changes around the same time?
SEI (July 25, 2024), Sonen Capital (July 24, 2024), Ares (August 6, 2024) and Russell Investments (August 13, 2024) also announced leadership changes within 45 days of Pinnacle Associates Ltd.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Pinnacle Associates Ltd, and when

A new leader at Pinnacle Associates Ltd brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

Pinnacle Associates Ltd

Location

New York, New York, United States

About

Pinnacle Associates, Ltd. is a forward-thinking, multi-billion-dollar investment advisory firm that provides advice to high net worth individuals and families, institutional investors and other financial institutions.

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Fundz sees it the moment Pinnacle Associates Ltd changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

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Pinnacle Associates Ltd changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.