Profil
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.
Aktiva positioner av Harold Stein
| Företag | 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. | Portföljförvaltare-Aktier | 2003-02-01 |
Tidigare kända positioner av Harold Stein
| Företag | Position | Slut |
|---|---|---|
Regent Investors Services, Inc.
Regent Investors Services, Inc. Investment ManagersFinance Asset management concern | Ordförande | 2003-01-31 |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance Provides commercial banking services | Företagsledare/Principal | - |
Harold Steins utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
















