Harold Stein
Portfolio Manager-Equities at Pinnacle Associates Ltd.
Profile
Harold Ward Stein is currently a Wealth Advisor at Pinnacle Associates Ltd.
He previously worked as a Vice President at The Chase Manhattan Bank NA from 1981 to 1986.
From 1987 to 2003, he served as an Executive Vice President at Regent Investors Services, Inc. Mr. Stein holds an MBA from Fairleigh Dickinson University, which he obtained in 1974.
He also completed his undergraduate studies at Hofstra University in 1968.
Harold Stein active positions
| Companies | Position | Start |
|---|---|---|
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Portfolio Manager-Equities | 2003-01-31 |
Former positions of Harold Stein
| Companies | Position | End |
|---|---|---|
Regent Investors Services, Inc.
 Regent Investors Services, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., Regent Investors Services, Inc. is an asset management concern. The company is located in the US. Regent Investors Services was acquired by AllianceBernstein LP from Xerox Corp. on July 29, 1993. | Chairman | 2003-01-30 |
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | - |
Training of Harold Stein
| Fairleigh Dickinson University | Masters Business Admin |
| Hofstra University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Finance |
Regent Investors Services, Inc.
Regent Investors Services, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., Regent Investors Services, Inc. is an asset management concern. The company is located in the US. Regent Investors Services was acquired by AllianceBernstein LP from Xerox Corp. on July 29, 1993. | Finance |
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