Perfil
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.
Cargos activos de Harold Stein
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/02/2003 |
Antiguos cargos conocidos de Harold Stein.
| Empresas | Cargo | Fin |
|---|---|---|
Regent Investors Services, Inc.
Regent Investors Services, Inc. Investment ManagersFinance Asset management concern | Presidente | 31/01/2003 |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Formación de Harold Stein.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
- Bolsa de valores
- Insiders
- Harold Stein
















