Harold Stein

Portfolio Manager-Equities at

Pinnacle Associates Ltd.

Finance

Consumer Services

Profile

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.

Harold Stein active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/02/2003

All active positions of Harold Stein

Former positions of Harold Stein

Companies	Position	End
Regent Investors Services, Inc. Regent Investors Services, Inc. Investment ManagersFinance Asset management concern	Chairman	31/01/2003
The Chase Manhattan Bank NA The Chase Manhattan Bank NA Major BanksFinance Provides commercial banking services	Corporate Officer/Principal	-

See the detail of Harold Stein's experience

Training of Harold Stein

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Harold Stein's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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