Profiel
Mr. Harold W.
Stein is a Wealth Advisor at Pinnacle Associates Ltd. He is also a Senior Portfolio Manager at Pinnacle.
He has over 31 years of portfolio management experience.
Mr. Stein was previously employed as an Executive Vice President by Regent Investors Services, Inc. and a Vice President by The Chase Manhattan Bank NA.
He received his Bachelor of Arts from Hofstra University and his M.B.A. in finance, Magna Cum Laude from Fairleigh Dickinson University in New Jersey.
Actieve functies van Harold Stein
| Bedrijven | Functie | Begin |
|---|---|---|
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates generally employs fundamental, bottom-up analysis coupled with a valuation-sensitive approach aimed at generating alpha. Their primary investment strategies focus on long-term investments as it is believed this methodology has the best chance of delivering consistent overall performance. The firm primarily allocates client assets among various individual equity securities. | Portefeuillebeheerder-Aandelen | 01-02-2003 |
Eerdere bekende functies van Harold Stein
| Bedrijven | Functie | Einde |
|---|---|---|
Regent Investors Services, Inc.
Regent Investors Services, Inc. Investment ManagersFinance Asset management concern | Voorzitter | 31-01-2003 |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Opleiding van Harold Stein
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance Provides commercial banking services | Finance |
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates generally employs fundamental, bottom-up analysis coupled with a valuation-sensitive approach aimed at generating alpha. Their primary investment strategies focus on long-term investments as it is believed this methodology has the best chance of delivering consistent overall performance. The firm primarily allocates client assets among various individual equity securities. | Finance |
Regent Investors Services, Inc.
Regent Investors Services, Inc. Investment ManagersFinance Asset management concern | Finance |
Fairleigh Dickinson University
Fairleigh Dickinson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hofstra University
Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















