NEW
YORK, July 29, 2024 /PRNewswire/
-- Pinnacle Associates, Ltd. announced today that
Amy Pastorino, CFP®, has joined the
firm as Senior Financial Planner.
Ms. Pastorino brings 20 years of high-profile experience in the
investment management industry. Most recently, she served as
Advanced Planning and Development Director at Morgan Stanley, where
she was the financial planning subject matter expert for a national
program of planning associates. She was also the Financial Planning
Director for the Midtown Market, where she was responsible for
driving financial planning engagement for high net worth clients
and families.
Prior to her tenure at Morgan Stanley, Ms. Pastorino was a
Wealth Management Advisor for TIAA, where she led business
development and relationship management for a financial planning
practice. Her career also includes positions at Element Financial
Group, Ernst & Young, and The Ayco Company, LP, the Goldman
Sachs Family Office.
Her educational achievements include an MBA in Business
Administration from Montclair State
University and a B.A. in Business Management from
Pace University. She is a Certified
Financial Planner™ and holds Series 7, 63, and 65 licenses.
"Amy's impressive background in the investment advisory industry
makes her a valuable addition to the Pinnacle team. We continue to
believe in the importance of delivering comprehensive financial
planning and wealth management services to our clients and Amy's
extensive experience and proven leadership in this area will be
instrumental in enhancing our services and expanding our reach,"
said Pinnacle President Scott
Brown.
"I am thrilled to join Pinnacle Associates and contribute to the
team's client-focused approach. I look forward to leveraging my
experience to help clients achieve their financial goals and
continue the firm's tradition of excellence," said Ms.
Pastorino.
About Pinnacle Associates, Ltd.
Founded in 1984, Pinnacle Associates, Ltd. is celebrating its
40th Anniversary. Pinnacle 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.
Photo:
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Media contact:
Charlotte Luer
+1-239-404-6785
cluer@ljhfm.com
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SOURCE Pinnacle Associates, Ltd.