PINNACLE ASSOCIATES - Key Persons
A Roth conversion is the transfer of funds from a Traditional (pre-tax) retirement account to a Roth (after-tax) retirement account. Taxes are paid on the funds converted in the year of conversion.
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- Director, Institutional Sales and Marketing
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- Associate Portfolio Manager
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- Senior Vice President - Systems & Information Technology
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- Portfolio Administrator / Operations Specialist
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- Client Experience Specialist
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- Limited Partnership Accountant
- Wealth Advisor
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- Associate Vice President - Senior Portfolio Administrator
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- Client Relationship Manager
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- Manager
- Vice President - Operations
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- Professional Services - Private Client Group
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- Director of Information Technology
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- Associate Vice President - Performance Analyst
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- Board Member - Executive Vice President
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- Associate Vice President - Billing Specialist
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- Senior Vice President - Director of Operations
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- Board Member - Executive Vice President
Joseph Shea - Chief Compliance Officer
Job Titles:
- Board Member - Executive Vice President
Job Titles:
- Director of Professional Services - Private Client Group
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- Director of Taft Hartley Services
Job Titles:
- Associate Vice President - Senior Portfolio Administrator
Job Titles:
- Professional Services - Private Client Group
Job Titles:
- Associate Vice President - Senior Portfolio Administrator
Job Titles:
- Board Member - Executive Vice President
Job Titles:
- Senior Vice President - Portfolio Manager
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- Associate Vice President - New Accounts Specialist
Job Titles:
- Portfolio Administrator / Trader
Job Titles:
- Associate Vice President - New Accounts Specialist