Chief Financial Officer · Pinnacle Associates, LTD.
Paul J. Lagermasini
CRD 4304333 · Named on Form ADV at one SEC-registered adviser
At a glance
Pinnacle Associates, LTD., an SEC-registered asset manager based in New York, NY with $10.4 billion in regulatory assets, lists Paul J. Lagermasini on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Pinnacle Associates, LTD.Chief Financial OfficerAsset manager · New York, NY · $10B in regulatory assets
AtlasMembers
Paul’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (15)
- James F FerrareExecutive Vice President, Pinnacle Associates, LTD.
- King H. HarrisSenior Vice President, Pinnacle Associates, LTD.
- Joel M. HeymanSenior Vice President/director of Operations, Pinnacle Associates, LTD.
- Harold W. SteinSenior Portfolio Manager, Pinnacle Associates, LTD.
- Michael F. DelfinoDirector of Taft Hartley Services, Pinnacle Associates, LTD.
10 more people named with Paul on the same filings, with titles and firms. Free in Atlas with a free account.
See all 15 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.