Pinnacle Associates, Ltd.

Joseph Godsey is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding a Series 65 designation with 26 years of industry experience. He has worked at Pinnacle Associates since 2023 and has concurrently been with Investment Management Of Virginia, LLC since 2006. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a broad client base, including individuals, families, institutions, and pension plans. The firm employs a fundamental, bottom-up investment approach with a long-term focus and offers tailored portfolios that include equity strategies, bonds, mutual funds, ETFs, and option overlays, while also serving as a sub-advisor and model provider to other advisers and wrap programs.

Kimon Passios is a Series 65-licensed financial advisor at Pinnacle Associates, Ltd. with 12 years of industry experience. He has been with Pinnacle Associates since 1996. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, endowments, foundations, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term focus and offers customized strategies that include equity, fixed income, and socially responsible options.

Christopher Cochran is a CFP® with 10 years of experience in the financial services industry. He is currently with Pinnacle Associates, Ltd. and has prior experience at Morgan Stanley Smith Barney LLC and Foresters Financial Services. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and institutional clients. The firm emphasizes a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies that include equity, fixed income, and option overlays, serving both retail and institutional accounts.

King Harris is a financial advisor at Pinnacle Associates, Ltd. with five years of industry experience. He holds Series 63 and Series 65 licenses and is based in New York, NY. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, corporations, and nonprofit organizations. The firm emphasizes fundamental, bottom-up analysis with valuation-sensitive, long-term strategies primarily focused on individual equities.

Ryan Byrne is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, holding a Series 65 designation with two years of industry experience. He has been with Pinnacle Associates since 2014, serving in his current role since 2024. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm focuses on fundamental, bottom-up equity strategies with a long-term orientation and also serves as a sub-adviser and model manager to other financial advisers and third-party platforms.

John Bocock is a financial advisor at Pinnacle Associates, Ltd. with 26 years of industry experience. He holds a Series 65 designation and has been with Pinnacle Associates since 2023, after a lengthy tenure at Investment Management of Virginia starting in 2000. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental, bottom-up analysis with a long-term, valuation-sensitive approach, primarily managing portfolios of individual equities and offering custom allocations across various strategies.

Donald Dowd III is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, holding Series 63 and Series 65 credentials with five years of industry experience. He has been with Pinnacle Associates since 2006. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, corporations, and nonprofit organizations. The firm focuses on fundamental, bottom-up equity strategies combined with valuation-sensitive, long-term portfolio management and also serves as a sub-adviser and model manager to other financial advisers and third-party platforms.

Michael Delfino is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, with five years of industry experience. He has been with Pinnacle Associates since 2005. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm focuses on fundamental, bottom-up analysis with a valuation-sensitive, long-term approach, primarily managing portfolios of individual equities and custom allocations for non-institutional clients.

Max Schaul is a CFA® charterholder at Pinnacle Associates, Ltd. with 13 years of industry experience. He has been with Pinnacle Associates since 2011. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a broad client base including individuals, families, trusts, endowments, foundations, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and serves as a portfolio manager for wrap programs and UMA platforms.

William Sizemore is a financial advisor at Pinnacle Associates, Ltd. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Associates since 2023, previously serving at Investment Management Of Virginia, LLC since 2007. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning for individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach across various equity strategies and offers tailored allocations that include bonds, mutual funds, ETFs, and option overlays when appropriate.

Richard Rosen is a CFA® charterholder with 30 years of industry experience. He has worked at Pinnacle Associates, Ltd. since 2018 and was previously with Satucket Capital Management, LLC from 2016 to 2018. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm uses a fundamental, bottom-up investment approach focused on valuation sensitivity and long-term orientation, primarily implementing portfolios of individual equities alongside bonds, mutual funds, and ETFs as appropriate.

Edgar Perez is a financial advisor at Pinnacle Associates, Ltd. in New York, NY, with 23 years of industry experience. He holds the Series 63 designation and has been with Pinnacle Associates since 2001. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and offers tailored strategies across equity, fixed income, and option overlays.

Amy Pastorino is a CFP® with 18 years of industry experience, currently serving at Pinnacle Associates, Ltd. Since 2020, she has worked at Morgan Stanley Smith Barney LLC and previously spent four years with TIAA-CREF Individual & Institutional Services, LLC. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, and institutions. The firm emphasizes fundamental, bottom-up analysis with a valuation-sensitive, long-term approach, primarily managing portfolios of individual equities alongside other investment vehicles.

Thomas Neuhaus is a financial advisor at Pinnacle Associates, Ltd. with 24 years of industry experience. He holds a Series 63 designation and has worked at Pinnacle Associates since 2023 and Investment Management of Virginia, LLC since 2007. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, endowments, foundations, and institutional accounts. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across a broad range of equity and fixed income products.

John Passios is a financial advisor at Pinnacle Associates, Ltd. with 12 years of industry experience. He is based in Westport, CT. Mr. Passios is also an owner of two real estate holding companies, Beechwood, LLC and Fairfield Beach Rd., LLC, on which he spends less than 1% of his time monthly. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, endowments, foundations, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across equity and fixed income portfolios, serving both retail and institutional accounts.